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Disclosery

Invst, LLC: WMT position timeline

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

Invst, LLC held 14,690 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,690 shares
    Change vs previous 13F -716 shares

    0.16% of the 13F portfolio, value $1,663,786.

    13F-HR 0001867587-26-000005 filed by Invst, 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 15,406 shares
    Change vs previous 13F -3,090 shares

    0.22% of the 13F portfolio, value $1,914,609.

    13F-HR 0001867587-26-000004 filed by Invst, 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 18,496 shares
    Change vs previous 13F -2,565 shares

    0.22% of the 13F portfolio, value $2,060,631.

    13F-HR 0001867587-26-000002 filed by Invst, 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 21,061 shares
    Change vs previous 13F +216 shares

    0.25% of the 13F portfolio, value $2,170,539.

    13F-HR 0001867587-26-000001 filed by Invst, 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 20,845 shares
    Change vs previous 13F -727 shares

    0.25% of the 13F portfolio, value $2,038,238.

    13F-HR 0001867587-25-000005 filed by Invst, 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 21,572 shares
    Change vs previous 13F -18,287 shares

    0.26% of the 13F portfolio, value $1,893,847.

    13F-HR 0001867587-25-000003 filed by Invst, 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 39,859 shares
    Change vs previous 13F -192 shares

    0.44% of the 13F portfolio, value $3,601,297.

    13F-HR 0001867587-25-000002 filed by Invst, 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 40,051 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,234,151.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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