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Disclosery

Waterloo Capital, L.P.: WMT position timeline

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

Waterloo Capital, L.P. held 530,264 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 530,264 shares
    Change vs previous 13F +23,025 shares

    3.38% of the 13F portfolio, value $60,057,648.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 507,239 shares
    Change vs previous 13F +72,509 shares

    4.43% of the 13F portfolio, value $63,039,664.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 434,730 shares
    Change vs previous 13F +30,986 shares

    3.5% of the 13F portfolio, value $48,433,281.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 403,744 shares
    Change vs previous 13F +45,265 shares

    3.09% of the 13F portfolio, value $41,593,713.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 358,479 shares
    Change vs previous 13F +48,293 shares

    2.83% of the 13F portfolio, value $35,051,365.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 310,186 shares
    Change vs previous 13F +5,343 shares

    2.53% of the 13F portfolio, value $27,231,540.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 304,843 shares
    Change vs previous 13F +47,140 shares

    2.9% of the 13F portfolio, value $27,542,794.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 257,703 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $20,809,525.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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