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Disclosery

CERTUITY, LLC: WMT position timeline

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

CERTUITY, LLC held 32,260 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,260 shares
    Change vs previous 13F +976 shares

    0.18% of the 13F portfolio, value $3,653,796.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 31,284 shares
    Change vs previous 13F -413 shares

    0.26% of the 13F portfolio, value $3,887,925.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 31,697 shares
    Change vs previous 13F +301 shares

    0.22% of the 13F portfolio, value $3,531,405.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 31,396 shares
    Change vs previous 13F +2,769 shares

    0.22% of the 13F portfolio, value $3,238,752.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 28,627 shares
    Change vs previous 13F -3,643 shares

    0.26% of the 13F portfolio, value $2,802,417.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 32,270 shares
    Change vs previous 13F +6,382 shares

    0.3% of the 13F portfolio, value $2,836,700.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 25,888 shares
    Change vs previous 13F +2,896 shares

    0.25% of the 13F portfolio, value $2,342,583.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 22,992 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,860,617.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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