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Disclosery

Curi Capital, LLC: WMT position timeline

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

Curi Capital, LLC held 39,752 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,752 shares
    Change vs previous 13F -2,433 shares

    0.07% of the 13F portfolio, value $4,502,351.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 42,185 shares
    Change vs previous 13F +447 shares

    0.09% of the 13F portfolio, value $5,253,171.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 41,738 shares
    Change vs previous 13F +16,162 shares

    0.08% of the 13F portfolio, value $4,650,016.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 25,576 shares
    Change vs previous 13F +1,081 shares

    0.05% of the 13F portfolio, value $2,635,839.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 24,495 shares
    Change vs previous 13F +12,967 shares

    0.05% of the 13F portfolio, value $2,395,199.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 11,528 shares
    Change vs previous 13F -2,851 shares

    0.03% of the 13F portfolio, value $1,014,771.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 14,379 shares
    Change vs previous 13F -10,071 shares

    0.03% of the 13F portfolio, value $1,299,141.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 24,450 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,974,371.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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