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Stephens Consulting, LLC: WMT position timeline

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

Stephens Consulting, LLC held 5,753 WMT shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,753 shares
    Change vs previous 13F +110 shares

    0.21% of the 13F portfolio, value $640,942.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,643 shares
    Change vs previous 13F -91 shares

    0.2% of the 13F portfolio, value $581,568.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,734 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $560,671.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,658 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $496,716.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,643 shares
    Change vs previous 13F -180 shares

    0.13% of the 13F portfolio, value $509,846.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,823 shares
    Change vs previous 13F -288 shares

    0.12% of the 13F portfolio, value $470,208.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 6,111 shares
    Change vs previous 13F -284 shares

    0.12% of the 13F portfolio, value $413,776.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 6,395 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $384,772.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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