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Disclosery

Owen LaRue, LLC: WMT position timeline

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

Owen LaRue, LLC held 47,971 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,971 shares
    Change vs previous 13F +14,359 shares

    1.89% of the 13F portfolio, value $5,433,165.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 33,612 shares
    Change vs previous 13F +285 shares

    1.6% of the 13F portfolio, value $4,177,251.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 33,327 shares
    Change vs previous 13F +816 shares

    1.41% of the 13F portfolio, value $3,712,918.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 32,511 shares
    Change vs previous 13F -16,054 shares

    1.32% of the 13F portfolio, value $3,350,544.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 48,565 shares
    Change vs previous 13F +5,204 shares

    2.02% of the 13F portfolio, value $4,748,693.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 43,361 shares
    Change vs previous 13F +3,639 shares

    1.9% of the 13F portfolio, value $3,806,634.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 39,722 shares
    Change vs previous 13F -390 shares

    1.88% of the 13F portfolio, value $3,588,888.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 40,112 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,239,049.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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