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Custos Family Office, LLC: WMT position timeline

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

Custos Family Office, LLC held 2,498 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,498 shares
    Change vs previous 13F -1,273 shares

    0.17% of the 13F portfolio, value $282,898.

    13F-HR 0001904423-26-000004 filed by Custos Family Office, 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 3,771 shares
    Change vs previous 13F -266 shares

    0.32% of the 13F portfolio, value $468,637.

    13F-HR 0001904423-26-000005 filed by Custos Family Office, 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 4,037 shares
    Change vs previous 13F -84 shares

    0.31% of the 13F portfolio, value $449,760.

    13F-HR 0001904423-26-000001 filed by Custos Family Office, 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 4,121 shares
    Change vs previous 13F +502 shares

    0.24% of the 13F portfolio, value $424,709.

    13F-HR 0001904423-25-000007 filed by Custos Family Office, 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 3,619 shares
    Change vs previous 13F +728 shares

    0.11% of the 13F portfolio, value $353,821.

    13F-HR 0001904423-25-000005 filed by Custos Family Office, 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 2,891 shares
    Change vs previous 13F +617 shares

    0.09% of the 13F portfolio, value $253,766.

    13F-HR 0001904423-25-000004 filed by Custos Family Office, 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 2,274 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,417.

    13F-HR 0001904423-25-000001 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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