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Disclosery

SUMMITRY LLC: WMT position timeline

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

SUMMITRY LLC held 12,415 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,415 shares
    Change vs previous 13F +893 shares

    0.05% of the 13F portfolio, value $1,406,161.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 11,522 shares
    Change vs previous 13F +3,223 shares

    0.05% of the 13F portfolio, value $1,431,996.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 8,299 shares
    Change vs previous 13F +722 shares

    0.04% of the 13F portfolio, value $924,629.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 7,577 shares
    Change vs previous 13F +1,110 shares

    0.03% of the 13F portfolio, value $780,921.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 6,467 shares
    Change vs previous 13F +782 shares

    0.03% of the 13F portfolio, value $632,337.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 5,685 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $499,087.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 5,550 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $501,443.

    13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,825 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $470,369.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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