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Disclosery

Empirical Asset Management, LLC: WMT position timeline

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

Empirical Asset Management, LLC held 18,924 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,924 shares
    Change vs previous 13F -2,341 shares

    0.48% of the 13F portfolio, value $2,143,366.

    13F-HR 0001951757-26-001200 filed by Empirical Asset 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 21,265 shares
    Change vs previous 13F -2,228 shares

    0.7% of the 13F portfolio, value $2,642,870.

    13F-HR 0001951757-26-000815 filed by Empirical Asset 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 23,493 shares
    Change vs previous 13F -285 shares

    0.65% of the 13F portfolio, value $2,291,224.

    13F-HR 0001951757-26-000393 filed by Empirical Asset 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 23,778 shares
    Change vs previous 13F +3,306 shares

    0.6% of the 13F portfolio, value $2,149,102.

    13F-HR 0001951757-25-001374 filed by Empirical Asset 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 20,472 shares
    Change vs previous 13F +131 shares

    0.62% of the 13F portfolio, value $2,001,831.

    13F-HR 0001951757-25-000983 filed by Empirical Asset 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 20,341 shares
    Change vs previous 13F -5,831 shares

    0.61% of the 13F portfolio, value $1,785,818.

    13F-HR 0001951757-25-000538 filed by Empirical Asset 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 26,172 shares
    Change vs previous 13F +6,151 shares

    0.6% of the 13F portfolio, value $1,788,239.

    13F-HR 0001951757-25-000026 filed by Empirical Asset 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 20,021 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,616,745.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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