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Disclosery

Carlson Capital Management: WMT position timeline

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

Carlson Capital Management held 7,074 WMT shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,074 shares
    Change vs previous 13F -425 shares

    0.03% of the 13F portfolio, value $639,158.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,499 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $605,564.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,365 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $498,710.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,339 shares
    Change vs previous 13F +691 shares

    0.02% of the 13F portfolio, value $441,563.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 6,648 shares
    Change vs previous 13F +2,106 shares

    0.05% of the 13F portfolio, value $1,048,120.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 4,542 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $726,466.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 4,537 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $713,051.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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