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Disclosery

Whelan Financial: WMT position timeline

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

Whelan Financial held 5,673 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,673 shares
    Change vs previous 13F -81 shares

    0.17% of the 13F portfolio, value $642,489.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 5,754 shares
    Change vs previous 13F +272 shares

    0.22% of the 13F portfolio, value $715,061.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 5,482 shares
    Change vs previous 13F -119 shares

    0.19% of the 13F portfolio, value $610,705.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 5,601 shares
    Change vs previous 13F +425 shares

    0.18% of the 13F portfolio, value $577,198.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 5,176 shares
    Change vs previous 13F +69 shares

    0.18% of the 13F portfolio, value $506,133.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 5,107 shares
    Change vs previous 13F +768 shares

    0.17% of the 13F portfolio, value $448,358.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 4,339 shares
    Change vs previous 13F +97 shares

    0.15% of the 13F portfolio, value $392,069.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 4,242 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $342,578.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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