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Disclosery

F/m Investments LLC: WMT position timeline

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

F/m Investments LLC held 38,962 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,962 shares
    Change vs previous 13F +2,532 shares

    0.22% of the 13F portfolio, value $4,412,836.

    13F-HR 0001834499-26-000006 filed by F/m 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 36,430 shares
    Change vs previous 13F -60,730 shares

    0.3% of the 13F portfolio, value $4,527,520.

    13F-HR 0001834499-26-000004 filed by F/m 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 97,160 shares
    Change vs previous 13F -2,893 shares

    0.41% of the 13F portfolio, value $10,825,567.

    13F-HR 0001834499-26-000001 filed by F/m 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 100,053 shares
    Change vs previous 13F -4,015 shares

    0.4% of the 13F portfolio, value $10,311,462.

    13F-HR 0001834499-25-000017 filed by F/m 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 104,068 shares
    Change vs previous 13F -50,823 shares

    0.37% of the 13F portfolio, value $10,175,769.

    13F-HR 0001834499-25-000010 filed by F/m 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 154,891 shares
    Change vs previous 13F -8,596 shares

    0.54% of the 13F portfolio, value $13,597,881.

    13F-HR 0001834499-25-000007 filed by F/m 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 163,487 shares
    Change vs previous 13F +9,223 shares

    0.54% of the 13F portfolio, value $14,771,050.

    13F-HR 0001834499-25-000002 filed by F/m 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 154,264 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $12,450,320.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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