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Disclosery

S.A. Mason LLC: WMT position timeline

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

S.A. Mason LLC held 13,844 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,844 shares
    Change vs previous 13F +259 shares

    0.48% of the 13F portfolio, value $1,567,923.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 13,585 shares
    Change vs previous 13F +340 shares

    0.63% of the 13F portfolio, value $1,688,305.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 13,245 shares
    Change vs previous 13F -2 shares

    0.58% of the 13F portfolio, value $1,475,639.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 13,247 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $1,365,248.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 13,243 shares
    Change vs previous 13F +62 shares

    0.63% of the 13F portfolio, value $1,294,903.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 13,181 shares
    Change vs previous 13F +339 shares

    0.61% of the 13F portfolio, value $1,157,177.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 12,842 shares
    Change vs previous 13F +496 shares

    0.61% of the 13F portfolio, value $1,160,308.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 12,346 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $996,969.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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