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Disclosery

CVFG LLC: WMT position timeline

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

CVFG LLC held 45,720 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,720 shares
    Change vs previous 13F -5,188 shares

    0.54% of the 13F portfolio, value $5,178,192.

    13F-HR 0001951757-26-001220 filed by CVFG 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 50,908 shares
    Change vs previous 13F +44,033 shares

    0.79% of the 13F portfolio, value $6,326,791.

    13F-HR 0001951757-26-000759 filed by CVFG 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 6,875 shares
    Change vs previous 13F +238 shares

    0.53% of the 13F portfolio, value $766,003.

    13F-HR 0001951757-26-000390 filed by CVFG 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 6,637 shares
    Change vs previous 13F -47 shares

    0.49% of the 13F portfolio, value $684,060.

    13F-HR 0001951757-25-001364 filed by CVFG 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 6,684 shares
    Change vs previous 13F +107 shares

    0.52% of the 13F portfolio, value $653,585.

    13F-HR 0001951757-25-001047 filed by CVFG 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 6,577 shares
    Change vs previous 13F -66 shares

    0.53% of the 13F portfolio, value $577,399.

    13F-HR 0001951757-25-000434 filed by CVFG 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 6,643 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $600,191.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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