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Carmel Capital Partners, LLC: WMT position timeline

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

Carmel Capital Partners, LLC held 4,937 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,937 shares
    Change vs previous 13F -409 shares

    0.18% of the 13F portfolio, value $559,165.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
    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 5,346 shares
    Change vs previous 13F +5,346 shares

    0.24% of the 13F portfolio, value $664,401.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,973 shares

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 5,973 shares
    Change vs previous 13F -89 shares

    0.2% of the 13F portfolio, value $584,040.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,062 shares
    Change vs previous 13F +41 shares

    0.21% of the 13F portfolio, value $532,183.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,021 shares
    Change vs previous 13F +92 shares

    0.22% of the 13F portfolio, value $543,997.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,929 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $478,767.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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