Skip to content
Disclosery

CASTLEKEEP INVESTMENT ADVISORS LLC: WMT position timeline

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

CASTLEKEEP INVESTMENT ADVISORS LLC held 8,327 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,327 shares
    Change vs previous 13F -597 shares

    0.47% of the 13F portfolio, value $943,116.

    13F-HR 0001398344-26-014675 filed by CASTLEKEEP INVESTMENT ADVISORS 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 8,924 shares
    Change vs previous 13F -123 shares

    0.6% of the 13F portfolio, value $1,109,075.

    13F-HR 0002085853-26-000582 filed by CASTLEKEEP INVESTMENT ADVISORS 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 9,047 shares
    Change vs previous 13F -398 shares

    0.46% of the 13F portfolio, value $1,007,926.

    13F-HR 0002085853-26-000233 filed by CASTLEKEEP INVESTMENT ADVISORS 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 9,445 shares
    Change vs previous 13F -4,434 shares

    0.46% of the 13F portfolio, value $973,402.

    13F-HR 0002085853-25-000231 filed by CASTLEKEEP INVESTMENT ADVISORS 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 13,879 shares
    Change vs previous 13F +1,278 shares

    0.66% of the 13F portfolio, value $1,357,089.

    13F-HR 0001667731-25-001045 filed by CASTLEKEEP INVESTMENT ADVISORS 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 12,601 shares
    Change vs previous 13F -2,075 shares

    0.57% of the 13F portfolio, value $1,106,242.

    13F-HR 0001667731-25-000573 filed by CASTLEKEEP INVESTMENT ADVISORS 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/A 14,676 shares
    Change vs previous 13F -2,654 shares

    0.93% of the 13F portfolio, value $1,325,977.

    13F-HR/A 0001667731-25-000284 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    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 17,330 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,399,398.

    13F-HR 0001667731-25-000313 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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