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Disclosery

Essex LLC: WMT position timeline

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

Essex LLC held 5,504 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,504 shares
    Change vs previous 13F -876 shares

    0.09% of the 13F portfolio, value $623,410.

    13F-HR 0001889147-26-000003 filed by Essex 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 6,380 shares
    Change vs previous 13F +3,442 shares

    0.14% of the 13F portfolio, value $792,936.

    13F-HR 0001889147-26-000002 filed by Essex 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 2,938 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $327,349.

    13F-HR 0001889147-26-000001 filed by Essex 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 2,923 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $301,269.

    13F-HR 0001889147-25-000009 filed by Essex 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 3,073 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $300,501.

    13F-HR 0001889147-25-000005 filed by Essex 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 3,221 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $282,813.

    13F-HR 0001889147-25-000004 filed by Essex 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 3,320 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $299,967.

    13F-HR 0001889147-25-000001 filed by Essex 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 3,320 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $268,094.

    13F-HR 0001889147-24-000010 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

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