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LifeGoal Investments, LLC: WMT position timeline

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

LifeGoal Investments, LLC held 5,155 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,155 shares
    Change vs previous 13F +742 shares

    0.16% of the 13F portfolio, value $535,748.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,413 shares
    Change vs previous 13F -2,277 shares

    0.23% of the 13F portfolio, value $499,857.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,690 shares
    Change vs previous 13F +834 shares

    0.48% of the 13F portfolio, value $834,555.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,856 shares
    Change vs previous 13F +3,581 shares

    0.43% of the 13F portfolio, value $652,457.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,275 shares
    Change vs previous 13F +58 shares

    0.19% of the 13F portfolio, value $234,498.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,217 shares
    Change vs previous 13F -739 shares

    0.21% of the 13F portfolio, value $216,813.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,956 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $259,539.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,955 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $266,984.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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