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NATURAL INVESTMENTS, LLC: WMT position timeline

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

NATURAL INVESTMENTS, LLC held 4,729 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 4,729 shares
    Change vs previous 13F +77 shares

    0.12% of the 13F portfolio, value $535,000.

    13F-HR 0001800245-26-000003 filed by NATURAL INVESTMENTS, 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 4,652 shares
    Change vs previous 13F -261 shares

    0.14% of the 13F portfolio, value $578,000.

    13F-HR 0001800245-26-000002 filed by NATURAL 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 ended2025-12-31
    13F 4,913 shares
    Change vs previous 13F -659 shares

    0.14% of the 13F portfolio, value $547,000.

    13F-HR 0001800245-26-000001 filed by NATURAL 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 ended2025-09-30
    13F 5,572 shares
    Change vs previous 13F -1,574 shares

    0.14% of the 13F portfolio, value $574,000.

    13F-HR 0001800245-25-000002 filed by NATURAL 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 ended2025-06-30
    13F 7,146 shares
    Change vs previous 13F -5,195 shares

    0.18% of the 13F portfolio, value $698,000.

    13F-HR 0001907157-25-000027 filed by NATURAL 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 ended2025-03-31
    13F 12,341 shares
    Change vs previous 13F +729 shares

    0.31% of the 13F portfolio, value $1,083,000.

    13F-HR 0001842974-25-000006 filed by NATURAL 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 ended2024-12-31
    13F 11,612 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,049,000.

    13F-HR 0001800586-25-000004 filed by NATURAL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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