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Disclosery

Simplify Asset Management Inc.: WMT position timeline

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

Simplify Asset Management Inc. held 16,890 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,890 shares
    Change vs previous 13F +2,673 shares

    0.03% of the 13F portfolio, value $1,912,961.

    13F-HR 0001172661-26-002646 filed by Simplify Asset Management Inc.
    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 14,217 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $1,766,889.

    13F-HR 0001172661-26-001545 filed by Simplify Asset Management Inc.
    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 15,494 shares
    Change vs previous 13F +1,609 shares

    0.03% of the 13F portfolio, value $1,726,187.

    13F-HR 0001172661-26-000536 filed by Simplify Asset Management Inc.
    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 13,885 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,430,988.

    13F-HR 0001172661-25-004330 filed by Simplify Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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