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Disclosery

Kades & Cheifetz LLC: WMT position timeline

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

Kades & Cheifetz LLC held 8,135 WMT shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,135 shares
    Change vs previous 13F -1,525 shares

    0.38% of the 13F portfolio, value $734,996.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,660 shares
    Change vs previous 13F +36 shares

    0.45% of the 13F portfolio, value $780,049.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,624 shares
    Change vs previous 13F -103 shares

    0.41% of the 13F portfolio, value $651,671.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,727 shares
    Change vs previous 13F +6,506 shares

    0.37% of the 13F portfolio, value $585,253.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,221 shares
    Change vs previous 13F -259 shares

    0.36% of the 13F portfolio, value $507,869.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,480 shares
    Change vs previous 13F +68 shares

    0.44% of the 13F portfolio, value $556,566.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,412 shares
    Change vs previous 13F +97 shares

    0.41% of the 13F portfolio, value $536,334.

    13F-HR 0001957259-23-000003 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,315 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $488,827.

    13F-HR 0001957259-23-000002 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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