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Convergence Investment Partners, LLC: WMT position timeline

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

Convergence Investment Partners, LLC held 78,994 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,994 shares
    Change vs previous 13F +25,194 shares

    0.85% of the 13F portfolio, value $8,946,906.

    13F-HR 0001580642-26-004768 filed by Convergence Investment 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 53,800 shares
    Change vs previous 13F +8,733 shares

    1.09% of the 13F portfolio, value $6,686,290.

    13F-HR 0001580642-26-003061 filed by Convergence Investment 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 45,067 shares
    Change vs previous 13F +4,511 shares

    1% of the 13F portfolio, value $5,020,922.

    13F-HR 0001580642-26-000812 filed by Convergence Investment 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 40,556 shares
    Change vs previous 13F -18,536 shares

    0.94% of the 13F portfolio, value $4,179,708.

    13F-HR 0001580642-25-006974 filed by Convergence Investment 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 59,092 shares
    Change vs previous 13F -14,816 shares

    1.46% of the 13F portfolio, value $5,778,022.

    13F-HR 0001580642-25-004698 filed by Convergence Investment 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 73,908 shares
    Change vs previous 13F -21,899 shares

    1.8% of the 13F portfolio, value $6,488,368.

    13F-HR 0001580642-25-002881 filed by Convergence Investment 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 95,807 shares
    Change vs previous 13F +11,534 shares

    1.93% of the 13F portfolio, value $8,656,149.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, 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 84,273 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $6,805,016.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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