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Disclosery

CV Advisors LLC: WMT position timeline

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

CV Advisors LLC held 0 WMT shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,110 shares

    13F-HR 0002085853-26-000052 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,110 shares
    Change vs previous 13F -1,024 shares

    0.09% of the 13F portfolio, value $320,517.

    13F-HR 0002085853-25-000124 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,134 shares
    Change vs previous 13F -346 shares

    0.12% of the 13F portfolio, value $404,223.

    13F-HR 0001667731-25-000964 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,480 shares
    Change vs previous 13F -24,388 shares

    0.13% of the 13F portfolio, value $362,924.

    13F-HR 0001667731-25-000474 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 28,868 shares
    Change vs previous 13F +120 shares

    0.91% of the 13F portfolio, value $2,608,224.

    13F-HR 0001667731-25-000230 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 28,748 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,321,401.

    13F-HR 0001872254-24-000004 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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