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Narus Financial Partners, LLC: WMT position timeline

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

Narus Financial Partners, LLC held 1,337,289 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,337,289 shares
    Change vs previous 13F -10,714 shares

    38.9% of the 13F portfolio, value $151,461,296.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 1,348,003 shares
    Change vs previous 13F -35,049 shares

    43.9% of the 13F portfolio, value $167,529,769.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 1,383,052 shares
    Change vs previous 13F -110,898 shares

    42.45% of the 13F portfolio, value $154,085,819.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 1,493,950 shares
    Change vs previous 13F +70,850 shares

    42.12% of the 13F portfolio, value $153,966,461.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 1,423,100 shares
    Change vs previous 13F -3,950 shares

    43.43% of the 13F portfolio, value $139,150,686.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 1,427,050 shares
    Change vs previous 13F -589 shares

    42.61% of the 13F portfolio, value $125,280,722.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 1,427,639 shares
    Change vs previous 13F -51,787 shares

    43.62% of the 13F portfolio, value $128,987,170.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 1,479,426 shares
    Change vs previous 13F not available

    42.83% of the 13F portfolio, value $119,463,637.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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