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Disclosery

VIAWEALTH, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIAWEALTH, LLC on WMT, newest first. How the timeline and the estimate are built.

VIAWEALTH, LLC held 9,652 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,652 shares
    Change vs previous 13F -40 shares

    0.55% of the 13F portfolio, value $1,093,231.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,692 shares
    Change vs previous 13F -1,165 shares

    0.67% of the 13F portfolio, value $1,204,551.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,857 shares
    Change vs previous 13F -804 shares

    0.68% of the 13F portfolio, value $1,209,535.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,661 shares
    Change vs previous 13F -342 shares

    0.66% of the 13F portfolio, value $1,201,742.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,003 shares
    Change vs previous 13F -1,568 shares

    0.69% of the 13F portfolio, value $1,173,667.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,571 shares
    Change vs previous 13F -1,356 shares

    0.74% of the 13F portfolio, value $1,191,414.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,927 shares
    Change vs previous 13F -1,616 shares

    0.81% of the 13F portfolio, value $1,348,659.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,543 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,335,851.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).