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Disclosery

Wealth Intelligence, LLC: WMT position timeline

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

Wealth Intelligence, LLC held 14,009 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,009 shares
    Change vs previous 13F +153 shares

    0.74% of the 13F portfolio, value $1,586,659.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, 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 13,856 shares
    Change vs previous 13F -3,858 shares

    0.83% of the 13F portfolio, value $1,722,024.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, 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 17,714 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,973,517.

    13F-HR 0002112078-26-000001 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

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