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HENGEHOLD CAPITAL MANAGEMENT LLC: WMT position timeline

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

HENGEHOLD CAPITAL MANAGEMENT LLC held 39,550 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,550 shares
    Change vs previous 13F +314 shares

    0.35% of the 13F portfolio, value $4,479,459.

    13F-HR 0001536430-26-000003 filed by HENGEHOLD CAPITAL MANAGEMENT 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 39,236 shares
    Change vs previous 13F -19,184 shares

    0.43% of the 13F portfolio, value $4,876,224.

    13F-HR 0001536430-26-000002 filed by HENGEHOLD CAPITAL MANAGEMENT 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 58,420 shares
    Change vs previous 13F -77 shares

    0.55% of the 13F portfolio, value $6,508,529.

    13F-HR 0001536430-26-000001 filed by HENGEHOLD CAPITAL MANAGEMENT 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 58,497 shares
    Change vs previous 13F +1,159 shares

    0.51% of the 13F portfolio, value $6,028,661.

    13F-HR 0001536430-25-000003 filed by HENGEHOLD CAPITAL MANAGEMENT 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 57,338 shares
    Change vs previous 13F -2,690 shares

    0.51% of the 13F portfolio, value $5,606,535.

    13F-HR 0001085146-25-003918 filed by HENGEHOLD CAPITAL MANAGEMENT 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 60,028 shares
    Change vs previous 13F -1,066 shares

    0.5% of the 13F portfolio, value $5,269,891.

    13F-HR 0001085146-25-002168 filed by HENGEHOLD CAPITAL MANAGEMENT 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 61,094 shares
    Change vs previous 13F -1,341 shares

    0.52% of the 13F portfolio, value $5,519,817.

    13F-HR 0001085146-25-000313 filed by HENGEHOLD CAPITAL MANAGEMENT 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 62,435 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,041,603.

    13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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