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D.B. Root & Company, LLC: WMT position timeline

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

D.B. Root & Company, LLC held 30,420 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,420 shares
    Change vs previous 13F -577 shares

    0.73% of the 13F portfolio, value $3,445,343.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 30,997 shares
    Change vs previous 13F -1,112 shares

    0.92% of the 13F portfolio, value $3,852,348.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 32,109 shares
    Change vs previous 13F -1,651 shares

    0.87% of the 13F portfolio, value $3,577,275.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 33,760 shares
    Change vs previous 13F -288 shares

    0.88% of the 13F portfolio, value $3,479,316.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 34,048 shares
    Change vs previous 13F -102 shares

    0.98% of the 13F portfolio, value $3,329,296.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 34,150 shares
    Change vs previous 13F +1,509 shares

    0.97% of the 13F portfolio, value $2,998,019.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 32,641 shares
    Change vs previous 13F -1,413 shares

    0.94% of the 13F portfolio, value $2,949,173.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 34,054 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,749,913.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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