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Spinnaker Investment Group, LLC: WMT position timeline

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

Spinnaker Investment Group, LLC held 7,903 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,903 shares
    Change vs previous 13F -665 shares

    0.13% of the 13F portfolio, value $821,302.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,568 shares
    Change vs previous 13F +1,668 shares

    0.16% of the 13F portfolio, value $970,436.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment 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 ended2026-03-31
    13F 6,900 shares
    Change vs previous 13F -4,074 shares

    0.17% of the 13F portfolio, value $857,532.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment 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 ended2025-12-31
    13F 10,974 shares
    Change vs previous 13F -65 shares

    0.22% of the 13F portfolio, value $1,222,615.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment 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 ended2025-09-30
    13F 11,039 shares
    Change vs previous 13F +3,040 shares

    0.21% of the 13F portfolio, value $1,137,700.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment 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 ended2025-06-30
    13F 7,999 shares
    Change vs previous 13F -3,381 shares

    0.18% of the 13F portfolio, value $782,142.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment 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 ended2025-03-31
    13F 11,380 shares
    Change vs previous 13F +804 shares

    0.23% of the 13F portfolio, value $999,052.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,576 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $955,560.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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