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Disclosery

Great Diamond Partners, LLC: WMT position timeline

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

Great Diamond Partners, LLC held 13,762 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,762 shares
    Change vs previous 13F -27 shares

    0.24% of the 13F portfolio, value $1,430,147.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,789 shares
    Change vs previous 13F -9 shares

    0.27% of the 13F portfolio, value $1,561,742.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,798 shares
    Change vs previous 13F -4,112 shares

    0.33% of the 13F portfolio, value $1,714,815.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,910 shares
    Change vs previous 13F -1,067 shares

    0.38% of the 13F portfolio, value $1,995,353.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,977 shares
    Change vs previous 13F -159 shares

    0.38% of the 13F portfolio, value $1,955,770.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,136 shares
    Change vs previous 13F +12,650 shares

    0.4% of the 13F portfolio, value $1,871,118.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,486 shares
    Change vs previous 13F +125 shares

    0.16% of the 13F portfolio, value $569,406.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,361 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $574,716.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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