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Disclosery

OPTIMA CAPITAL LLC: WMT position timeline

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

OPTIMA CAPITAL LLC held 4,370 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,370 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $494,989.

    13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL 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 4,369 shares
    Change vs previous 13F -323 shares

    0.25% of the 13F portfolio, value $543,926.

    13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL 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 4,692 shares
    Change vs previous 13F +1,006 shares

    0.23% of the 13F portfolio, value $523,653.

    13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL 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 3,686 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $379,884.

    13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL 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 3,646 shares
    Change vs previous 13F +309 shares

    0.19% of the 13F portfolio, value $356,539.

    13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL 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 3,337 shares
    Change vs previous 13F -92 shares

    0.19% of the 13F portfolio, value $293,711.

    13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL 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 3,429 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $310,510.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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