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Hamilton Point Investment Advisors, LLC: WMT position timeline

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

Hamilton Point Investment Advisors, LLC held 65,116 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,116 shares
    Change vs previous 13F +338 shares

    1.04% of the 13F portfolio, value $7,375,047.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment Advisors, 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 64,778 shares
    Change vs previous 13F -1,441 shares

    1.24% of the 13F portfolio, value $8,066,635.

    13F-HR 0001398344-26-008553 filed by Hamilton Point Investment Advisors, 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 66,219 shares
    Change vs previous 13F +530 shares

    1.12% of the 13F portfolio, value $7,392,967.

    13F-HR 0001398344-26-002895 filed by Hamilton Point Investment Advisors, 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 65,689 shares
    Change vs previous 13F -40 shares

    1.06% of the 13F portfolio, value $6,769,912.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment Advisors, 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 65,729 shares
    Change vs previous 13F -903 shares

    1.06% of the 13F portfolio, value $6,426,936.

    13F-HR 0001398344-25-013863 filed by Hamilton Point Investment Advisors, 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 66,632 shares
    Change vs previous 13F -25,856 shares

    1.05% of the 13F portfolio, value $5,865,245.

    13F-HR 0001398344-25-008794 filed by Hamilton Point Investment Advisors, 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 92,488 shares
    Change vs previous 13F +1,523 shares

    1.51% of the 13F portfolio, value $8,375,435.

    13F-HR 0001398344-25-000979 filed by Hamilton Point Investment Advisors, 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 90,965 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $7,345,425.

    13F-HR 0001398344-24-020511 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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