Portfolio Design Labs, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Design Labs, LLC on WMT, newest first. How the timeline and the estimate are built.
Portfolio Design Labs, LLC held 25,347 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 25,347 sharesChange vs previous 13F -1,385 shares
0.47% of the 13F portfolio, value $2,870,750.
13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,732 sharesChange vs previous 13F -3,469 shares
0.59% of the 13F portfolio, value $3,322,292.
13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,201 sharesChange vs previous 13F +488 shares
0.55% of the 13F portfolio, value $3,364,712.
13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,713 sharesChange vs previous 13F +26,639 shares
0.53% of the 13F portfolio, value $3,062,240.
13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,074 sharesChange vs previous 13F -1,321 shares
0.06% of the 13F portfolio, value $300,576.
13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,395 sharesChange vs previous 13F -1,246 shares
0.08% of the 13F portfolio, value $385,838.
13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,641 sharesChange vs previous 13F +2,592 shares
0.1% of the 13F portfolio, value $509,665.
13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,049 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $246,207.
13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).