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Carroll Investors, Inc: WMT position timeline

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

Carroll Investors, Inc held 2,654 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,654 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $303,289.

    13F-HR 0001172661-26-003009 filed by Carroll Investors, Inc
    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 2,654 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $329,839.

    13F-HR 0001172661-26-002268 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,654 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $296,717.

    13F-HR 0001172661-26-000765 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,654 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $273,574.

    13F-HR 0001172661-25-004690 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,654 shares
    Change vs previous 13F -16,125 shares

    0.14% of the 13F portfolio, value $258,340.

    13F-HR 0001172661-25-003221 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,779 shares
    Change vs previous 13F +16,125 shares

    1.07% of the 13F portfolio, value $1,605,980.

    13F-HR 0001172661-25-001791 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,654 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $240,293.

    13F-HR 0001172661-25-000835 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,654 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $212,108.

    13F-HR 0001172661-24-004799 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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