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CORDA Investment Management, LLC.: WMT position timeline

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

CORDA Investment Management, LLC. held 15,003 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,003 shares
    Change vs previous 13F +509 shares

    0.1% of the 13F portfolio, value $1,699,290.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, 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 14,494 shares
    Change vs previous 13F +756 shares

    0.12% of the 13F portfolio, value $1,801,284.

    13F-HR 0001545812-26-000003 filed by CORDA Investment Management, 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 13,738 shares
    Change vs previous 13F -267 shares

    0.11% of the 13F portfolio, value $1,530,553.

    13F-HR 0001545812-26-000002 filed by CORDA Investment Management, 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 14,005 shares
    Change vs previous 13F +216 shares

    0.1% of the 13F portfolio, value $1,443,357.

    13F-HR 0001545812-25-000007 filed by CORDA Investment Management, 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 13,789 shares
    Change vs previous 13F -1,232 shares

    0.1% of the 13F portfolio, value $1,348,290.

    13F-HR 0001545812-25-000006 filed by CORDA Investment Management, 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 15,021 shares
    Change vs previous 13F +299 shares

    0.1% of the 13F portfolio, value $1,318,700.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, 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 14,722 shares
    Change vs previous 13F +340 shares

    0.11% of the 13F portfolio, value $1,330,092.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, 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 14,382 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,161,310.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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