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CSat Investment Advisory, L.P.: WMT position timeline

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

CSat Investment Advisory, L.P. held 6,267 WMT shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 6,267 shares
    Change vs previous 13F -1,748 shares

    0.71% of the 13F portfolio, value $851,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 8,015 shares
    Change vs previous 13F -9,510 shares

    1.07% of the 13F portfolio, value $1,155,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 17,525 shares
    Change vs previous 13F +6,281 shares

    0.33% of the 13F portfolio, value $2,452,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 11,244 shares
    Change vs previous 13F +4,659 shares

    0.24% of the 13F portfolio, value $1,347,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 6,585 shares
    Change vs previous 13F +832 shares

    0.21% of the 13F portfolio, value $748,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 5,753 shares
    Change vs previous 13F +805 shares

    0.25% of the 13F portfolio, value $684,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 4,948 shares
    Change vs previous 13F -2,078 shares

    0.26% of the 13F portfolio, value $588,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 7,026 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $776,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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