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Chicago Partners Investment Group LLC: WMT position timeline

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

Chicago Partners Investment Group LLC held 59,014 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 59,014 shares
    Change vs previous 13F -9,058 shares

    0.13% of the 13F portfolio, value $6,397,072.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 68,072 shares
    Change vs previous 13F +1,355 shares

    0.2% of the 13F portfolio, value $8,848,032.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 66,717 shares
    Change vs previous 13F -613 shares

    0.19% of the 13F portfolio, value $7,854,639.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 67,330 shares
    Change vs previous 13F +10,818 shares

    0.18% of the 13F portfolio, value $6,946,457.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 56,512 shares
    Change vs previous 13F +5,076 shares

    0.16% of the 13F portfolio, value $5,407,045.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 51,436 shares
    Change vs previous 13F +11,238 shares

    0.17% of the 13F portfolio, value $5,083,434.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 40,198 shares
    Change vs previous 13F +2,485 shares

    0.12% of the 13F portfolio, value $3,690,186.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 37,713 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,140,373.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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