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Mustard Seed Financial, LLC: WMT position timeline

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

Mustard Seed Financial, LLC held 48,792 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,792 shares
    Change vs previous 13F +7,482 shares

    2.87% of the 13F portfolio, value $5,526,215.

    13F-HR 0001172661-26-003101 filed by Mustard Seed 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 41,310 shares
    Change vs previous 13F +179 shares

    3.08% of the 13F portfolio, value $5,134,069.

    13F-HR 0001172661-26-001541 filed by Mustard Seed 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 41,131 shares
    Change vs previous 13F -499 shares

    2.88% of the 13F portfolio, value $4,582,440.

    13F-HR 0001172661-26-000292 filed by Mustard Seed 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 41,630 shares
    Change vs previous 13F -857 shares

    2.76% of the 13F portfolio, value $4,290,421.

    13F-HR 0001172661-25-004333 filed by Mustard Seed 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 42,487 shares
    Change vs previous 13F -1,553 shares

    2.99% of the 13F portfolio, value $4,154,388.

    13F-HR 0001172661-25-002638 filed by Mustard Seed 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 44,040 shares
    Change vs previous 13F +90 shares

    3.11% of the 13F portfolio, value $3,866,285.

    13F-HR 0001172661-25-001695 filed by Mustard Seed 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 43,950 shares
    Change vs previous 13F -415 shares

    3.23% of the 13F portfolio, value $3,970,869.

    13F-HR 0001172661-25-000252 filed by Mustard Seed 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 44,365 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $3,582,462.

    13F-HR 0001172661-24-004253 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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