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Disclosery

Naviter Wealth, LLC: WMT position timeline

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

Naviter Wealth, LLC held 91,065 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,065 shares
    Change vs previous 13F +12,649 shares

    0.94% of the 13F portfolio, value $10,313,979.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 78,416 shares
    Change vs previous 13F -4,365 shares

    1.22% of the 13F portfolio, value $9,765,001.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 82,781 shares
    Change vs previous 13F -2,929 shares

    1.21% of the 13F portfolio, value $9,242,041.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 85,710 shares
    Change vs previous 13F +2,431 shares

    1.03% of the 13F portfolio, value $8,833,299.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 83,279 shares
    Change vs previous 13F -8,794 shares

    1% of the 13F portfolio, value $8,143,033.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 92,073 shares
    Change vs previous 13F +18,560 shares

    0.95% of the 13F portfolio, value $7,861,650.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 73,513 shares
    Change vs previous 13F +19,955 shares

    0.8% of the 13F portfolio, value $6,653,722.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 53,558 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,324,808.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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