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Prosperitas Financial LLC: WMT position timeline

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

Prosperitas Financial LLC held 3,848 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,848 shares
    Change vs previous 13F -31 shares

    0.14% of the 13F portfolio, value $435,824.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial 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 3,879 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $482,082.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial 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 3,879 shares
    Change vs previous 13F +50 shares

    0.17% of the 13F portfolio, value $432,159.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial 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 3,829 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $394,617.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial 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 3,829 shares
    Change vs previous 13F -21 shares

    0.18% of the 13F portfolio, value $374,400.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial 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 3,850 shares
    Change vs previous 13F -1,460 shares

    0.17% of the 13F portfolio, value $337,992.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial 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 5,310 shares
    Change vs previous 13F -55 shares

    0.24% of the 13F portfolio, value $479,759.

    13F-HR 0001172661-25-000506 filed by Prosperitas Financial 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 5,365 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $433,186.

    13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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