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Disclosery

Sunbeam Capital Management, LLC: WMT position timeline

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

Sunbeam Capital Management, LLC held 29,209 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,209 shares
    Change vs previous 13F +2,121 shares

    1.51% of the 13F portfolio, value $3,308,220.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital Management, 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 27,088 shares
    Change vs previous 13F +403 shares

    1.93% of the 13F portfolio, value $3,366,470.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital Management, 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 26,685 shares
    Change vs previous 13F +50 shares

    1.76% of the 13F portfolio, value $2,972,943.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, 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 26,635 shares
    Change vs previous 13F -9 shares

    1.71% of the 13F portfolio, value $2,744,972.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 26,644 shares
    Change vs previous 13F +2,470 shares

    1.97% of the 13F portfolio, value $2,605,258.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 24,174 shares
    Change vs previous 13F +21 shares

    2.03% of the 13F portfolio, value $2,127,934.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, 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/A 24,153 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,185,219.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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