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Disclosery

Callan Capital, LLC: WMT position timeline

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

Callan Capital, LLC held 25,847 WMT shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 25,847 shares
    Change vs previous 13F +674 shares

    0.17% of the 13F portfolio, value $2,269,108.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 25,173 shares
    Change vs previous 13F -163 shares

    0.17% of the 13F portfolio, value $2,274,381.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 25,336 shares
    Change vs previous 13F +1,677 shares

    0.14% of the 13F portfolio, value $2,045,882.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 23,659 shares
    Change vs previous 13F +1,694 shares

    0.13% of the 13F portfolio, value $1,601,951.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 21,965 shares
    Change vs previous 13F +16,143 shares

    0.12% of the 13F portfolio, value $1,321,634.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,822 shares
    Change vs previous 13F +425 shares

    0.09% of the 13F portfolio, value $917,838.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,397 shares
    Change vs previous 13F +469 shares

    0.09% of the 13F portfolio, value $863,142.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,928 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $774,583.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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