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Optas, LLC: WMT position timeline

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

Optas, LLC held 20,683 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,683 shares
    Change vs previous 13F -799 shares

    0.33% of the 13F portfolio, value $2,342,556.

    13F-HR 0001802961-26-000004 filed by Optas, 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 21,482 shares
    Change vs previous 13F +2,302 shares

    0.4% of the 13F portfolio, value $2,669,781.

    13F-HR 0001802961-26-000002 filed by Optas, 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 19,180 shares
    Change vs previous 13F +1,186 shares

    0.33% of the 13F portfolio, value $2,136,843.

    13F-HR 0001802961-26-000001 filed by Optas, 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 17,994 shares
    Change vs previous 13F +1,936 shares

    0.31% of the 13F portfolio, value $1,854,462.

    13F-HR 0001802961-25-000004 filed by Optas, 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 16,058 shares
    Change vs previous 13F -12,667 shares

    0.3% of the 13F portfolio, value $1,570,151.

    13F-HR 0001085146-25-004086 filed by Optas, 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 28,725 shares
    Change vs previous 13F +14,511 shares

    0.44% of the 13F portfolio, value $2,521,768.

    13F-HR 0001085146-25-002171 filed by Optas, 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 14,214 shares
    Change vs previous 13F -52 shares

    0.28% of the 13F portfolio, value $1,284,235.

    13F-HR 0001085146-25-000492 filed by Optas, 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 14,266 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,151,982.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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