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Disclosery

WEALTH EFFECTS LLC: WMT position timeline

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

WEALTH EFFECTS LLC held 12,278 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,278 shares
    Change vs previous 13F +545 shares

    0.38% of the 13F portfolio, value $1,390,648.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 11,733 shares
    Change vs previous 13F -249 shares

    0.52% of the 13F portfolio, value $1,458,119.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 11,982 shares
    Change vs previous 13F +506 shares

    0.42% of the 13F portfolio, value $1,334,872.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 11,476 shares
    Change vs previous 13F +236 shares

    0.38% of the 13F portfolio, value $1,182,677.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 11,240 shares
    Change vs previous 13F -411 shares

    0.41% of the 13F portfolio, value $1,099,040.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 11,651 shares
    Change vs previous 13F -1,338 shares

    0.43% of the 13F portfolio, value $1,022,881.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 12,989 shares
    Change vs previous 13F -1,004 shares

    0.42% of the 13F portfolio, value $1,173,589.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 13,993 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,129,964.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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