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Disclosery

HUB Investment Partners, LLC: WMT position timeline

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

HUB Investment Partners, LLC held 252,054 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,054 shares
    Change vs previous 13F -68,918 shares

    0.52% of the 13F portfolio, value $28,547,636.

    13F-HR 0001172661-26-002986 filed by HUB Investment Partners, 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 320,972 shares
    Change vs previous 13F -111 shares

    0.98% of the 13F portfolio, value $39,890,356.

    13F-HR 0001172661-26-002189 filed by HUB Investment 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 ended2025-12-31
    13F 321,083 shares
    Change vs previous 13F -3,220 shares

    0.98% of the 13F portfolio, value $35,771,877.

    13F-HR 0001172661-26-001003 filed by HUB Investment 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 ended2025-09-30
    13F 324,303 shares
    Change vs previous 13F +1,375 shares

    1.23% of the 13F portfolio, value $33,422,696.

    13F-HR 0001172661-25-004693 filed by HUB Investment 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 ended2025-06-30
    13F 322,928 shares
    Change vs previous 13F +1,041 shares

    1.1% of the 13F portfolio, value $31,575,895.

    13F-HR 0001172661-25-003409 filed by HUB Investment 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 ended2025-03-31
    13F 321,887 shares
    Change vs previous 13F +19,184 shares

    1.14% of the 13F portfolio, value $28,258,477.

    13F-HR 0001172661-25-002166 filed by HUB Investment 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 ended2024-12-31
    13F 302,703 shares
    Change vs previous 13F -9,394 shares

    1.15% of the 13F portfolio, value $27,349,186.

    13F-HR 0001172661-25-000639 filed by HUB Investment 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 ended2024-09-30
    13F 312,097 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $25,201,824.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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