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Disclosery

Ellenbecker Investment Group: WMT position timeline

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

Ellenbecker Investment Group held 14,319 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,319 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $1,621,851.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 14,314 shares
    Change vs previous 13F -161 shares

    0.24% of the 13F portfolio, value $1,779,040.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 14,475 shares
    Change vs previous 13F +90 shares

    0.23% of the 13F portfolio, value $1,612,746.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 14,385 shares
    Change vs previous 13F -129 shares

    0.22% of the 13F portfolio, value $1,482,597.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 14,514 shares
    Change vs previous 13F +347 shares

    0.23% of the 13F portfolio, value $1,419,210.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 14,167 shares
    Change vs previous 13F +749 shares

    0.22% of the 13F portfolio, value $1,243,768.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 13,418 shares
    Change vs previous 13F -310 shares

    0.22% of the 13F portfolio, value $1,212,393.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 13,728 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,108,610.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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