Skip to content
Disclosery

Delta Investment Management, LLC: WMT position timeline

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

Delta Investment Management, LLC held 42,663 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 42,663 shares
    Change vs previous 13F -40 shares

    0.8% of the 13F portfolio, value $4,832,042.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 42,703 shares
    Change vs previous 13F -5 shares

    0.95% of the 13F portfolio, value $5,307,110.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 42,708 shares
    Change vs previous 13F +52 shares

    0.83% of the 13F portfolio, value $4,758,045.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 42,656 shares
    Change vs previous 13F +1,422 shares

    0.79% of the 13F portfolio, value $4,396,078.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 41,234 shares
    Change vs previous 13F -280 shares

    0.77% of the 13F portfolio, value $4,031,852.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 41,514 shares
    Change vs previous 13F -53 shares

    0.74% of the 13F portfolio, value $3,644,547.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 41,567 shares
    Change vs previous 13F +9 shares

    0.73% of the 13F portfolio, value $3,755,542.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 41,558 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,355,776.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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