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Kovitz Investment Group, LLC: WMT position timeline

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

Kovitz Investment Group, LLC held 529,340 WMT shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 529,340 shares
    Change vs previous 13F +2,335 shares

    2% of the 13F portfolio, value $32,448,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 527,005 shares
    Change vs previous 13F +4,841 shares

    2.02% of the 13F portfolio, value $34,171,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 522,164 shares
    Change vs previous 13F +2,115 shares

    2.08% of the 13F portfolio, value $37,037,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 520,049 shares
    Change vs previous 13F -80,395 shares

    2.4% of the 13F portfolio, value $42,774,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 600,444 shares
    Change vs previous 13F -178,663 shares

    2.55% of the 13F portfolio, value $51,566,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 779,107 shares
    Change vs previous 13F -6,448 shares

    3.09% of the 13F portfolio, value $59,550,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 785,555 shares
    Change vs previous 13F -18,487 shares

    3.11% of the 13F portfolio, value $58,972,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 804,042 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $60,563,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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