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Disclosery

Haven Private, LLC: WMT position timeline

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

Haven Private, LLC held 28,970 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,970 shares
    Change vs previous 13F -7,594 shares

    1.25% of the 13F portfolio, value $3,281,142.

    13F-HR 0001705819-26-000047 filed by Haven Private, 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 36,564 shares
    Change vs previous 13F -1,638 shares

    1.98% of the 13F portfolio, value $4,544,173.

    13F-HR 0001705819-26-000033 filed by Haven Private, 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 38,202 shares
    Change vs previous 13F -35 shares

    1.86% of the 13F portfolio, value $4,256,084.

    13F-HR 0001705819-26-000021 filed by Haven Private, 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 38,237 shares
    Change vs previous 13F -2,470 shares

    1.74% of the 13F portfolio, value $3,940,705.

    13F-HR 0001705819-25-000080 filed by Haven Private, 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 40,707 shares
    Change vs previous 13F +612 shares

    1.76% of the 13F portfolio, value $3,980,353.

    13F-HR 0001705819-25-000053 filed by Haven Private, 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 40,095 shares
    Change vs previous 13F -380 shares

    1.99% of the 13F portfolio, value $3,519,946.

    13F-HR 0001705819-25-000035 filed by Haven Private, 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 40,475 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,656,916.

    13F-HR 0001705819-25-000021 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

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