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Disciplined Investments, LLC: WMT position timeline

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

Disciplined Investments, LLC held 30,914 WMT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 30,914 shares
    Change vs previous 13F -700 shares

    1.13% of the 13F portfolio, value $3,501,312.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, 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 31,614 shares
    Change vs previous 13F +465 shares

    1.41% of the 13F portfolio, value $3,928,979.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, 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 31,149 shares
    Change vs previous 13F -430 shares

    1.33% of the 13F portfolio, value $3,470,302.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, 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 31,579 shares
    Change vs previous 13F +302 shares

    1.3% of the 13F portfolio, value $3,254,525.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, 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 31,277 shares
    Change vs previous 13F +231 shares

    1.29% of the 13F portfolio, value $3,058,258.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, 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 31,046 shares
    Change vs previous 13F +11,096 shares

    1.25% of the 13F portfolio, value $2,725,522.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, 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 19,950 shares
    Change vs previous 13F -3,478 shares

    0.89% of the 13F portfolio, value $1,802,476.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, 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 23,428 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,891,805.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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