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Disclosery

Concord Wealth Partners: WMT position timeline

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

Concord Wealth Partners held 50,744 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 50,744 shares
    Change vs previous 13F -3,606 shares

    0.38% of the 13F portfolio, value $5,747,241.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,789 shares
    • Concord Asset Management, LLC/VA: 22,955 shares

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

  2. period ended2026-03-31
    13F 54,350 shares
    Change vs previous 13F +177 shares

    0.5% of the 13F portfolio, value $6,754,682.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,251 shares
    • Concord Asset Management, LLC/VA: 25,099 shares

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

  3. period ended2025-12-31
    13F 54,173 shares
    Change vs previous 13F +1,820 shares

    0.45% of the 13F portfolio, value $6,035,427.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,178 shares
    • Concord Asset Management, LLC/VA: 24,995 shares

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

  4. period ended2025-09-30
    13F 52,353 shares
    Change vs previous 13F -3,375 shares

    0.42% of the 13F portfolio, value $5,395,530.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,938 shares
    • Concord Asset Management, LLC/VA: 24,415 shares

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

  5. period ended2025-06-30
    13F 55,728 shares
    Change vs previous 13F +4,003 shares

    0.4% of the 13F portfolio, value $5,449,026.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,864 shares
    • Concord Asset Management, LLC/VA: 27,864 shares

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

  6. period ended2025-03-31
    13F 51,725 shares
    Change vs previous 13F -32,605 shares

    0.44% of the 13F portfolio, value $4,716,738.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,209 shares
    • Concord Asset Management, LLC/VA: 24,516 shares

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

  7. period ended2024-12-31
    13F 84,330 shares
    Change vs previous 13F +42,014 shares

    0.72% of the 13F portfolio, value $7,619,223.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 43,210 shares
    • Concord Asset Management, LLC/VA: 41,120 shares

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

  8. period ended2024-09-30
    13F 42,316 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,417,023.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 22,016 shares
    • Concord Asset Management, LLC/VA: 20,300 shares

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