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Disclosery

Nvest Financial, LLC: WMT position timeline

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

Nvest Financial, LLC held 57,618 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 57,618 shares
    Change vs previous 13F -1,285 shares

    2.06% of the 13F portfolio, value $6,525,789.

    13F-HR 0001951757-26-001090 filed by Nvest 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 58,903 shares
    Change vs previous 13F +734 shares

    2.73% of the 13F portfolio, value $7,320,465.

    13F-HR 0001951757-26-000748 filed by Nvest 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 58,169 shares
    Change vs previous 13F +18,391 shares

    2.69% of the 13F portfolio, value $6,480,647.

    13F-HR 0001951757-26-000418 filed by Nvest 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 39,778 shares
    Change vs previous 13F -18,438 shares

    2.36% of the 13F portfolio, value $4,099,558.

    13F-HR 0001951757-25-001414 filed by Nvest 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 58,216 shares
    Change vs previous 13F +483 shares

    2.96% of the 13F portfolio, value $5,692,403.

    13F-HR 0001085146-25-004208 filed by Nvest 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 57,733 shares
    Change vs previous 13F -2,925 shares

    2.71% of the 13F portfolio, value $5,068,374.

    13F-HR 0001085146-25-002281 filed by Nvest 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 60,658 shares
    Change vs previous 13F -8,918 shares

    2.78% of the 13F portfolio, value $5,480,449.

    13F-HR 0001085146-25-000413 filed by Nvest 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 69,576 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $5,618,226.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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