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Disclosery

RD Lewis Holdings, Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RD Lewis Holdings, Inc. on WMT, newest first. How the timeline and the estimate are built.

RD Lewis Holdings, Inc. held 41,201 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,201 shares
    Change vs previous 13F +1,111 shares

    3.45% of the 13F portfolio, value $4,644,589.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, Inc.
    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 40,090 shares
    Change vs previous 13F -934 shares

    4.48% of the 13F portfolio, value $5,176,757.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, Inc.
    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 41,024 shares
    Change vs previous 13F +778 shares

    4.47% of the 13F portfolio, value $5,239,239.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, Inc.
    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 40,246 shares
    Change vs previous 13F +790 shares

    3.9% of the 13F portfolio, value $4,162,995.

    13F-HR 0001951757-25-001421 filed by RD Lewis Holdings, Inc.
    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 39,456 shares
    Change vs previous 13F -928 shares

    4.11% of the 13F portfolio, value $4,068,651.

    13F-HR 0001951757-25-001067 filed by RD Lewis Holdings, Inc.
    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 40,384 shares
    Change vs previous 13F +124 shares

    4.52% of the 13F portfolio, value $3,987,969.

    13F-HR 0001951757-25-000514 filed by RD Lewis Holdings, Inc.
    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 40,260 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $4,072,248.

    13F-HR 0001951757-25-000229 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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