Skip to content
Disclosery

WT Wealth Management: WMT position timeline

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

WT Wealth Management held 20,078 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,078 shares
    Change vs previous 13F -8,883 shares

    0.63% of the 13F portfolio, value $2,273,991.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 28,961 shares
    Change vs previous 13F -509 shares

    1.07% of the 13F portfolio, value $3,599,282.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 29,470 shares
    Change vs previous 13F +2,693 shares

    0.94% of the 13F portfolio, value $3,283,307.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 26,777 shares
    Change vs previous 13F -5,911 shares

    0.79% of the 13F portfolio, value $2,759,661.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 32,688 shares
    Change vs previous 13F -9,278 shares

    0.95% of the 13F portfolio, value $3,196,250.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 41,966 shares
    Change vs previous 13F -4,659 shares

    1.2% of the 13F portfolio, value $3,684,202.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 46,625 shares
    Change vs previous 13F +1,320 shares

    1.32% of the 13F portfolio, value $4,212,537.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 45,305 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,683,717.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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