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Roundview Capital LLC: WMT position timeline

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

Roundview Capital LLC held 121,133 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,133 shares
    Change vs previous 13F +3,812 shares

    0.75% of the 13F portfolio, value $13,719,472.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 117,321 shares
    Change vs previous 13F -1,682 shares

    0.91% of the 13F portfolio, value $14,580,679.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 119,003 shares
    Change vs previous 13F -4,233 shares

    0.82% of the 13F portfolio, value $13,258,146.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 123,236 shares
    Change vs previous 13F -3,378 shares

    0.8% of the 13F portfolio, value $12,700,723.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 126,614 shares
    Change vs previous 13F +2,408 shares

    0.83% of the 13F portfolio, value $12,380,336.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 124,206 shares
    Change vs previous 13F -2,348 shares

    0.79% of the 13F portfolio, value $10,904,086.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 126,554 shares
    Change vs previous 13F +2,636 shares

    0.8% of the 13F portfolio, value $11,434,196.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 123,918 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,006,416.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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