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Disclosery

ZEGA Investments, LLC: WMT position timeline

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

ZEGA Investments, LLC held 28,402 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 28,402 shares
    Change vs previous 13F -1,464 shares

    0.54% of the 13F portfolio, value $3,216,865.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 29,866 shares
    Change vs previous 13F +7,662 shares

    0.7% of the 13F portfolio, value $3,711,796.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 22,204 shares
    Change vs previous 13F -22 shares

    0.48% of the 13F portfolio, value $2,473,734.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, 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 22,226 shares
    Change vs previous 13F +12 shares

    0.53% of the 13F portfolio, value $2,290,599.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, 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 22,214 shares
    Change vs previous 13F -201 shares

    0.54% of the 13F portfolio, value $2,172,073.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, 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 22,415 shares
    Change vs previous 13F +337 shares

    0.58% of the 13F portfolio, value $1,967,802.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, 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 22,078 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,092,109.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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