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Disclosery

Royal Fund Management, LLC: WMT position timeline

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

Royal Fund Management, LLC held 92,069 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,069 shares
    Change vs previous 13F -798 shares

    0.87% of the 13F portfolio, value $10,427,784.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 92,867 shares
    Change vs previous 13F -94,723 shares

    1.11% of the 13F portfolio, value $11,545,669.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 187,590 shares
    Change vs previous 13F +133,145 shares

    1.92% of the 13F portfolio, value $20,907,586.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 54,445 shares
    Change vs previous 13F -34,143 shares

    0.68% of the 13F portfolio, value $5,614,780.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 88,588 shares
    Change vs previous 13F +16,018 shares

    0.92% of the 13F portfolio, value $8,665,225.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 72,570 shares
    Change vs previous 13F -74,834 shares

    0.76% of the 13F portfolio, value $6,406,576.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 147,404 shares
    Change vs previous 13F +1,968 shares

    1.45% of the 13F portfolio, value $13,394,588.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 145,436 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $11,814,222.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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