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Disclosery

WBH ADVISORY INC: WMT position timeline

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

WBH ADVISORY INC held 23,477 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,477 shares
    Change vs previous 13F -176 shares

    0.18% of the 13F portfolio, value $2,658,983.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 23,653 shares
    Change vs previous 13F -96 shares

    0.22% of the 13F portfolio, value $2,950,426.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 23,749 shares
    Change vs previous 13F -258 shares

    0.2% of the 13F portfolio, value $2,645,899.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 24,007 shares
    Change vs previous 13F -353 shares

    0.19% of the 13F portfolio, value $2,474,183.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 24,360 shares
    Change vs previous 13F -220 shares

    0.2% of the 13F portfolio, value $2,381,893.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 24,580 shares
    Change vs previous 13F -392 shares

    0.2% of the 13F portfolio, value $2,157,921.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 24,972 shares
    Change vs previous 13F -269 shares

    0.21% of the 13F portfolio, value $2,256,228.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 25,241 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,038,218.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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