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Rappaport Reiches Capital Management, LLC: WMT position timeline

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

Rappaport Reiches Capital Management, LLC held 14,591 WMT shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,591 shares
    Change vs previous 13F +469 shares

    0.32% of the 13F portfolio, value $1,280,986.

    13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital 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 ended2024-12-31
    13F 14,122 shares
    Change vs previous 13F +10,381 shares

    0.33% of the 13F portfolio, value $1,275,891.

    13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital 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 ended2024-09-30
    13F 3,741 shares
    Change vs previous 13F +412 shares

    0.08% of the 13F portfolio, value $302,057.

    13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital 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 ended2024-06-30
    13F 3,329 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $225,399.

    13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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