Westside Investment Management, Inc.: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on WMT, newest first. How the timeline and the estimate are built.
Westside Investment Management, Inc. held 10,023 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 10,023 sharesChange vs previous 13F -10 shares
0.15% of the 13F portfolio, value $1,135,309.
13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,033 sharesChange vs previous 13F +1 shares
0.19% of the 13F portfolio, value $1,250,618.
13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,032 sharesChange vs previous 13F -177 shares
0.18% of the 13F portfolio, value $1,121,049.
13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,209 sharesChange vs previous 13F +744 shares
0.17% of the 13F portfolio, value $1,049,154.
13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,465 sharesChange vs previous 13F +1,055 shares
0.17% of the 13F portfolio, value $926,326.
13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,410 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $738,868.
13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,410 sharesChange vs previous 13F -100 shares
0.16% of the 13F portfolio, value $759,871.
13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,510 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $666,452.
13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).