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Disclosery

VestGen Investment Management: WMT position timeline

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

VestGen Investment Management held 5,194 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,194 shares
    Change vs previous 13F +52 shares

    0.31% of the 13F portfolio, value $588,272.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 5,142 shares
    Change vs previous 13F +127 shares

    0.35% of the 13F portfolio, value $639,048.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 5,015 shares
    Change vs previous 13F +1,049 shares

    0.31% of the 13F portfolio, value $558,721.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 3,966 shares
    Change vs previous 13F +1,149 shares

    0.25% of the 13F portfolio, value $408,736.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 2,817 shares
    Change vs previous 13F -49 shares

    0.2% of the 13F portfolio, value $275,446.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 2,866 shares
    Change vs previous 13F -3,535 shares

    0.19% of the 13F portfolio, value $251,606.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 6,401 shares
    Change vs previous 13F +155 shares

    0.16% of the 13F portfolio, value $578,330.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 6,246 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $504,365.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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