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Disclosery

Red Mountain Financial, LLC: WMT position timeline

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

Red Mountain Financial, LLC held 10,236 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,236 shares
    Change vs previous 13F +297 shares

    0.97% of the 13F portfolio, value $1,159,357.

    13F-HR 0001997650-26-000004 filed by Red Mountain 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 9,939 shares
    Change vs previous 13F -2,842 shares

    1.16% of the 13F portfolio, value $1,235,186.

    13F-HR 0001997650-26-000002 filed by Red Mountain 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 12,781 shares
    Change vs previous 13F -1,415 shares

    1.4% of the 13F portfolio, value $1,423,921.

    13F-HR 0001997650-26-000001 filed by Red Mountain 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 14,196 shares
    Change vs previous 13F +504 shares

    1.48% of the 13F portfolio, value $1,463,030.

    13F-HR 0001997650-25-000007 filed by Red Mountain 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/A 13,692 shares
    Change vs previous 13F +1,226 shares

    1.49% of the 13F portfolio, value $1,338,756.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain 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 12,466 shares
    Change vs previous 13F -12 shares

    1.33% of the 13F portfolio, value $1,094,388.

    13F-HR 0001997650-25-000002 filed by Red Mountain 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 12,478 shares
    Change vs previous 13F -36 shares

    1.21% of the 13F portfolio, value $1,127,392.

    13F-HR 0001997650-25-000001 filed by Red Mountain 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 12,514 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,010,485.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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