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Disclosery

Wealth Quarterback LLC: WMT position timeline

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

Wealth Quarterback LLC held 15,569 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,569 shares
    Change vs previous 13F -267 shares

    0.54% of the 13F portfolio, value $1,763,294.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 15,836 shares
    Change vs previous 13F -3,356 shares

    0.77% of the 13F portfolio, value $1,968,099.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 19,192 shares
    Change vs previous 13F +69 shares

    0.77% of the 13F portfolio, value $2,138,173.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 19,123 shares
    Change vs previous 13F -797 shares

    0.76% of the 13F portfolio, value $1,970,785.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 19,920 shares
    Change vs previous 13F +91 shares

    0.92% of the 13F portfolio, value $1,947,731.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 19,829 shares
    Change vs previous 13F +82 shares

    0.98% of the 13F portfolio, value $1,740,791.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 19,747 shares
    Change vs previous 13F +258 shares

    0.84% of the 13F portfolio, value $1,784,186.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 19,489 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,573,752.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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