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HAGER INVESTMENT MANAGEMENT SERVICES, LLC: WMT position timeline

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

HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 29,372 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,372 shares
    Change vs previous 13F -1,309 shares

    1.53% of the 13F portfolio, value $3,326,724.

    13F-HR 0002026645-26-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 30,681 shares
    Change vs previous 13F -2,088 shares

    2.1% of the 13F portfolio, value $3,813,091.

    13F-HR 0002026645-26-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 32,769 shares
    Change vs previous 13F -3,656 shares

    1.99% of the 13F portfolio, value $3,650,844.

    13F-HR 0002026645-26-000001 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 36,425 shares
    Change vs previous 13F -974 shares

    2.03% of the 13F portfolio, value $3,754,007.

    13F-HR 0002026645-25-000008 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 37,399 shares
    Change vs previous 13F -821 shares

    2.18% of the 13F portfolio, value $3,656,918.

    13F-HR 0002026645-25-000005 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 38,220 shares
    Change vs previous 13F -1,190 shares

    2.35% of the 13F portfolio, value $3,355,346.

    13F-HR 0002026645-25-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 39,410 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,560,694.

    13F-HR 0002026645-25-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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