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Disclosery

Convergence Financial, LLC: WMT position timeline

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

Convergence Financial, LLC held 22,440 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,440 shares
    Change vs previous 13F -5,944 shares

    0.2% of the 13F portfolio, value $2,541,582.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, 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 28,384 shares
    Change vs previous 13F +12,307 shares

    0.38% of the 13F portfolio, value $3,537,970.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, 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 16,077 shares
    Change vs previous 13F +1,393 shares

    0.26% of the 13F portfolio, value $1,791,097.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, 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 14,684 shares
    Change vs previous 13F +1,220 shares

    0.23% of the 13F portfolio, value $1,513,299.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, 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 13,464 shares
    Change vs previous 13F +2,598 shares

    0.23% of the 13F portfolio, value $1,316,484.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, 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 10,866 shares
    Change vs previous 13F +1,485 shares

    0.19% of the 13F portfolio, value $953,928.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, 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 9,381 shares
    Change vs previous 13F -558 shares

    0.17% of the 13F portfolio, value $847,550.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, 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 9,939 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $802,565.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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