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Disclosery

STONERIDGE INVESTMENT PARTNERS LLC: WMT position timeline

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

STONERIDGE INVESTMENT PARTNERS LLC held 10,577 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,577 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,176,000.

    13F-HR 0001108831-26-000009 filed by STONERIDGE INVESTMENT PARTNERS 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 10,577 shares
    Change vs previous 13F +10,577 shares

    0.95% of the 13F portfolio, value $1,315,000.

    13F-HR 0001108831-26-000007 filed by STONERIDGE INVESTMENT PARTNERS 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 0 shares
    Change vs previous 13F -18,394 shares

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 18,394 shares
    Change vs previous 13F +4,489 shares

    1.36% of the 13F portfolio, value $1,615,000.

    13F-HR 0001108831-25-000005 filed by STONERIDGE INVESTMENT PARTNERS 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 13,905 shares
    Change vs previous 13F +8,061 shares

    0.45% of the 13F portfolio, value $1,256,000.

    13F-HR 0001108831-25-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 5,844 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $472,000.

    13F-HR 0001108831-24-000012 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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