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Disclosery

Winch Advisory Services, LLC: WMT position timeline

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

Winch Advisory Services, LLC held 13,364 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 13,364 shares
    Change vs previous 13F -214 shares

    0.31% of the 13F portfolio, value $1,513,614.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 13,578 shares
    Change vs previous 13F +312 shares

    0.39% of the 13F portfolio, value $1,687,530.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 13,266 shares
    Change vs previous 13F -86 shares

    0.33% of the 13F portfolio, value $1,477,988.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 13,352 shares
    Change vs previous 13F +983 shares

    0.31% of the 13F portfolio, value $1,376,073.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 12,369 shares
    Change vs previous 13F +71 shares

    0.3% of the 13F portfolio, value $1,209,475.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 12,298 shares
    Change vs previous 13F +555 shares

    0.29% of the 13F portfolio, value $1,079,654.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 11,743 shares
    Change vs previous 13F +1,356 shares

    0.28% of the 13F portfolio, value $1,060,976.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 10,387 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $838,764.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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