ALLEN OPERATIONS LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLEN OPERATIONS LLC on WMT, newest first. How the timeline and the estimate are built.
ALLEN OPERATIONS LLC held 178,668 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 178,668 sharesChange vs previous 13F +21 shares
0.24% of the 13F portfolio, value $20,226,147.
13F-HR 0001214659-26-009633 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 178,647 sharesChange vs previous 13F +2,372 shares
0.27% of the 13F portfolio, value $22,200,502.
13F-HR 0001214659-26-005739 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 176,275 sharesChange vs previous 13F +12,811 shares
0.22% of the 13F portfolio, value $19,640,596.
13F-HR 0001214659-26-001416 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,464 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $16,846,600.
13F-HR 0001214659-25-015984 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 163,464 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $15,983,510.
13F-HR 0001214659-25-011666 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 163,464 sharesChange vs previous 13F -30,163 shares
0.17% of the 13F portfolio, value $14,350,505.
13F-HR 0001214659-25-007063 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 193,627 sharesChange vs previous 13F +163 shares
0.2% of the 13F portfolio, value $17,494,199.
13F-HR 0001214659-25-002274 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 193,464 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $15,622,218.
13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).