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Disclosery

Rossby Financial, LCC: WMT position timeline

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

Rossby Financial, LCC held 18,973 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,973 shares
    Change vs previous 13F +1,665 shares

    0.39% of the 13F portfolio, value $2,151,055.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 17,308 shares
    Change vs previous 13F +1,603 shares

    0.45% of the 13F portfolio, value $2,158,972.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 15,705 shares
    Change vs previous 13F -1,386 shares

    0.55% of the 13F portfolio, value $1,749,647.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 17,091 shares
    Change vs previous 13F +300 shares

    0.58% of the 13F portfolio, value $1,742,598.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 16,791 shares
    Change vs previous 13F +54 shares

    0.62% of the 13F portfolio, value $1,641,824.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 16,737 shares
    Change vs previous 13F +1,192 shares

    0.69% of the 13F portfolio, value $1,591,521.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    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 15,545 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,404,491.

    13F-HR 0002056510-25-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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