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Disclosery

Gimbal Financial: WMT position timeline

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

Gimbal Financial held 7,372 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,372 shares
    Change vs previous 13F -890 shares

    0.53% of the 13F portfolio, value $834,979.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 8,262 shares
    Change vs previous 13F +955 shares

    0.51% of the 13F portfolio, value $851,486.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,307 shares
    Change vs previous 13F +35 shares

    0.44% of the 13F portfolio, value $714,431.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,272 shares
    Change vs previous 13F +6 shares

    0.58% of the 13F portfolio, value $638,443.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,266 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $656,475.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,265 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $603,278.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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