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Disclosery

Cassia Capital Partners, LLC: WMT position timeline

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

Cassia Capital Partners, LLC held 12,532 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 12,532 shares
    Change vs previous 13F +18 shares

    0.69% of the 13F portfolio, value $1,419,341.

    13F-HR 0001951757-26-001081 filed by Cassia 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 12,514 shares
    Change vs previous 13F +292 shares

    0.8% of the 13F portfolio, value $1,555,292.

    13F-HR 0001951757-26-000731 filed by Cassia 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 ended2025-12-31
    13F 12,222 shares
    Change vs previous 13F -222 shares

    0.74% of the 13F portfolio, value $1,361,635.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,444 shares
    Change vs previous 13F +1,519 shares

    0.7% of the 13F portfolio, value $1,282,521.

    13F-HR 0001951757-25-001208 filed by Cassia 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 ended2025-06-30
    13F 10,925 shares
    Change vs previous 13F +44 shares

    0.64% of the 13F portfolio, value $1,068,232.

    13F-HR 0001951757-25-000857 filed by Cassia 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 ended2025-03-31
    13F 10,881 shares
    Change vs previous 13F +3,919 shares

    0.6% of the 13F portfolio, value $955,270.

    13F-HR 0001951757-25-000407 filed by Cassia 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 ended2024-12-31
    13F 6,962 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $629,017.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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