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Disclosery

waypoint wealth counsel: WMT position timeline

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

waypoint wealth counsel held 7,008 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,008 shares
    Change vs previous 13F -3,779 shares

    0.5% of the 13F portfolio, value $793,778.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 10,787 shares
    Change vs previous 13F -4,381 shares

    0.69% of the 13F portfolio, value $1,340,653.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 15,168 shares
    Change vs previous 13F +1,779 shares

    0.62% of the 13F portfolio, value $1,689,891.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 13,389 shares
    Change vs previous 13F +6,900 shares

    0.54% of the 13F portfolio, value $1,379,893.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 6,489 shares
    Change vs previous 13F +930 shares

    0.31% of the 13F portfolio, value $634,496.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 5,559 shares
    Change vs previous 13F -34 shares

    0.31% of the 13F portfolio, value $488,057.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 5,593 shares
    Change vs previous 13F +400 shares

    0.33% of the 13F portfolio, value $505,305.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 5,193 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $419,315.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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