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Disclosery

Pullen Investment Management, LLC: WMT position timeline

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

Pullen Investment Management, LLC held 5,652 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,652 shares
    Change vs previous 13F +209 shares

    0.3% of the 13F portfolio, value $640,147.

    13F-HR 0002011668-26-000003 filed by Pullen Investment Management, 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 5,443 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $676,458.

    13F-HR 0002011668-26-000002 filed by Pullen Investment Management, 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 5,438 shares
    Change vs previous 13F +99 shares

    0.32% of the 13F portfolio, value $605,849.

    13F-HR 0002011668-26-000001 filed by Pullen Investment Management, 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 5,339 shares
    Change vs previous 13F -4,633 shares

    0.3% of the 13F portfolio, value $550,239.

    13F-HR 0002011668-25-000005 filed by Pullen Investment Management, 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 9,972 shares
    Change vs previous 13F -56 shares

    0.59% of the 13F portfolio, value $975,064.

    13F-HR 0002011668-25-000003 filed by Pullen Investment Management, 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 10,028 shares
    Change vs previous 13F -19 shares

    0.56% of the 13F portfolio, value $880,360.

    13F-HR 0002011668-25-000002 filed by Pullen Investment Management, 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 10,047 shares
    Change vs previous 13F -1,200 shares

    0.59% of the 13F portfolio, value $907,748.

    13F-HR 0002011668-25-000001 filed by Pullen Investment Management, 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 11,247 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $908,197.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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