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Disclosery

Relative Value Partners Group, LLC: WMT position timeline

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

Relative Value Partners Group, LLC held 25,661 WMT shares at 2024-06-30 per its 13F-HR filed 2024-07-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 25,661 shares
    Change vs previous 13F +20,980 shares

    0.22% of the 13F portfolio, value $1,737,565.

    13F-HR 0001649910-24-000013 filed by Relative Value Partners 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 ended2024-03-31
    13F 4,681 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $773,535.

    13F-HR 0001649910-24-000011 filed by Relative Value Partners 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 ended2023-12-31
    13F 4,680 shares
    Change vs previous 13F +112 shares

    0.05% of the 13F portfolio, value $737,802.

    13F-HR 0001649910-24-000001 filed by Relative Value Partners 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 ended2023-09-30
    13F 4,568 shares
    Change vs previous 13F +1,539 shares

    0.05% of the 13F portfolio, value $730,560.

    13F-HR 0001649910-23-000014 filed by Relative Value Partners 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 ended2023-06-30
    13F 3,029 shares
    Change vs previous 13F -279 shares

    0.03% of the 13F portfolio, value $476,098.

    13F-HR 0001649910-23-000012 filed by Relative Value Partners 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 ended2023-03-31
    13F/A 3,308 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $487,765.

    13F-HR/A 0001649910-23-000009 filed by Relative Value Partners 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 ended2022-12-31
    13F 3,668 shares
    Change vs previous 13F +918 shares

    0.04% of the 13F portfolio, value $520,086.

    13F-HR 0001649910-23-000007 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 2,750 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $357,000.

    13F-HR 0001649910-22-000013 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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