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Disciplined Investors, L.L.C.: WMT position timeline

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

Disciplined Investors, L.L.C. held 23,743 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 23,743 shares
    Change vs previous 13F +1,152 shares

    1.34% of the 13F portfolio, value $2,689,095.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 22,591 shares
    Change vs previous 13F +9,463 shares

    1.67% of the 13F portfolio, value $2,807,609.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 13,128 shares
    Change vs previous 13F -855 shares

    0.96% of the 13F portfolio, value $1,462,629.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 13,983 shares
    Change vs previous 13F +3,540 shares

    1.03% of the 13F portfolio, value $1,441,123.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 10,443 shares
    Change vs previous 13F +78 shares

    0.8% of the 13F portfolio, value $1,021,088.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 10,365 shares
    Change vs previous 13F +2,106 shares

    0.82% of the 13F portfolio, value $909,962.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 8,259 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $755,965.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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