Skip to content

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

  1. period ended2026-06-30
    13F 25,347 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 26,732 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 30,201 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 29,713 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 3,074 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 4,395 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 5,641 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 3,049 shares
    Change 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), ingested

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