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Disclosery

Somerset Group LLC: WMT position timeline

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

Somerset Group LLC held 17,008 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,008 shares
    Change vs previous 13F +210 shares

    1.36% of the 13F portfolio, value $1,937,212.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 16,798 shares
    Change vs previous 13F +49 shares

    1.59% of the 13F portfolio, value $2,141,745.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 16,749 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $1,887,948.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 16,749 shares
    Change vs previous 13F +537 shares

    1.37% of the 13F portfolio, value $1,726,152.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 16,212 shares
    Change vs previous 13F +12,327 shares

    1.34% of the 13F portfolio, value $1,585,209.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 3,885 shares
    Change vs previous 13F +1,542 shares

    0.31% of the 13F portfolio, value $341,064.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 2,343 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $211,690.

    13F-HR 0001062993-25-002057 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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