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Disclosery

IRON Financial LLC: WMT position timeline

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

IRON Financial LLC held 10,888 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,888 shares
    Change vs previous 13F +373 shares

    0.51% of the 13F portfolio, value $1,233,144.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 10,515 shares
    Change vs previous 13F +6,381 shares

    0.57% of the 13F portfolio, value $1,306,764.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 4,134 shares
    Change vs previous 13F -1 shares

    0.21% of the 13F portfolio, value $460,530.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 4,135 shares
    Change vs previous 13F +10 shares

    0.2% of the 13F portfolio, value $426,117.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 4,125 shares
    Change vs previous 13F +71 shares

    0.21% of the 13F portfolio, value $403,359.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 4,054 shares
    Change vs previous 13F -496 shares

    0.2% of the 13F portfolio, value $355,943.

    13F-HR 0001595509-25-000004 filed by IRON Financial 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 4,550 shares
    Change vs previous 13F +203 shares

    0.23% of the 13F portfolio, value $411,066.

    13F-HR 0001595509-25-000003 filed by IRON Financial 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 4,347 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $350,996.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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