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Alpha Cubed Investments, LLC: WMT position timeline

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

Alpha Cubed Investments, LLC held 53,082 WMT shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 53,082 shares
    Change vs previous 13F +911 shares

    0.2% of the 13F portfolio, value $5,913,871.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 52,171 shares
    Change vs previous 13F +1,208 shares

    0.19% of the 13F portfolio, value $5,376,748.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 50,963 shares
    Change vs previous 13F +3,380 shares

    0.19% of the 13F portfolio, value $4,983,160.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 47,583 shares
    Change vs previous 13F +17,522 shares

    0.19% of the 13F portfolio, value $4,177,347.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 30,061 shares
    Change vs previous 13F +610 shares

    0.12% of the 13F portfolio, value $2,716,007.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 29,451 shares
    Change vs previous 13F -7,502 shares

    0.11% of the 13F portfolio, value $2,378,172.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 36,953 shares
    Change vs previous 13F -2,674 shares

    0.12% of the 13F portfolio, value $2,502,059.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 39,627 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,384,354.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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