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Disclosery

Mendel Money Management: WMT position timeline

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

Mendel Money Management held 32,020 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,020 shares
    Change vs previous 13F +10,683 shares

    1.33% of the 13F portfolio, value $3,626,585.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 21,337 shares
    Change vs previous 13F +7,120 shares

    1.11% of the 13F portfolio, value $2,651,762.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 14,217 shares
    Change vs previous 13F +4,143 shares

    0.66% of the 13F portfolio, value $1,583,916.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 10,074 shares
    Change vs previous 13F +7,397 shares

    0.44% of the 13F portfolio, value $1,038,226.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 2,677 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $261,757.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 2,727 shares
    Change vs previous 13F +330 shares

    0.11% of the 13F portfolio, value $239,403.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 2,397 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $216,569.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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