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Disclosery

Rosenbaum Jay D.: WMT position timeline

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

Rosenbaum Jay D. held 0 WMT shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,987 shares

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 2,987 shares
    Change vs previous 13F -2,745 shares

    1.22% of the 13F portfolio, value $470,901.

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 5,732 shares
    Change vs previous 13F -68 shares

    1.54% of the 13F portfolio, value $916,719.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 5,800 shares
    Change vs previous 13F +462 shares

    1.46% of the 13F portfolio, value $911,644.

    13F-HR 0001324022-23-000004 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 5,338 shares
    Change vs previous 13F +857 shares

    1.45% of the 13F portfolio, value $787,088.

    13F-HR 0001622820-23-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 4,481 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $635,361.

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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