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R.H. Investment Group, LLC: WMT position timeline

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

R.H. Investment Group, LLC held 62,545 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,545 shares
    Change vs previous 13F -315 shares

    5.34% of the 13F portfolio, value $7,083,799.

    13F-HR 0001754960-26-000693 filed by R.H. Investment Group, 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 62,860 shares
    Change vs previous 13F -504 shares

    6.17% of the 13F portfolio, value $7,999,509.

    13F-HR 0001754960-26-000254 filed by R.H. Investment Group, 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 63,364 shares
    Change vs previous 13F -850 shares

    5.91% of the 13F portfolio, value $7,059,336.

    13F-HR 0001754960-26-000085 filed by R.H. Investment Group, 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 64,214 shares
    Change vs previous 13F -580 shares

    5.75% of the 13F portfolio, value $6,617,851.

    13F-HR 0001754960-25-000725 filed by R.H. Investment Group, 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 64,794 shares
    Change vs previous 13F -2,130 shares

    5.81% of the 13F portfolio, value $6,335,516.

    13F-HR 0001754960-25-000421 filed by R.H. Investment Group, 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 66,924 shares
    Change vs previous 13F -1,250 shares

    5.65% of the 13F portfolio, value $5,875,221.

    13F-HR 0001754960-25-000258 filed by R.H. Investment Group, 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 68,174 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $6,159,482.

    13F-HR 0001754960-25-000022 filed by R.H. Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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