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WealthShield Partners, LLC: WMT position timeline

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

WealthShield Partners, LLC held 49,559 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,559 shares
    Change vs previous 13F -3,690 shares

    0.86% of the 13F portfolio, value $5,613,025.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 53,249 shares
    Change vs previous 13F -1,310 shares

    0.74% of the 13F portfolio, value $6,617,746.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 54,559 shares
    Change vs previous 13F +57 shares

    0.67% of the 13F portfolio, value $6,078,387.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 54,502 shares
    Change vs previous 13F -140 shares

    0.64% of the 13F portfolio, value $5,616,947.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 54,642 shares
    Change vs previous 13F -44,318 shares

    0.65% of the 13F portfolio, value $5,342,851.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 98,960 shares
    Change vs previous 13F +46,130 shares

    1.12% of the 13F portfolio, value $8,698,259.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 52,830 shares
    Change vs previous 13F -5,534 shares

    0.68% of the 13F portfolio, value $4,783,656.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 58,364 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,712,873.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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