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Disclosery

CWM, LLC: WMT position timeline

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

CWM, LLC held 1,417,724 WMT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,417,724 shares
    Change vs previous 13F +184,203 shares

    0.46% of the 13F portfolio, value $176,194,785.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,233,521 shares
    Change vs previous 13F +57,818 shares

    0.37% of the 13F portfolio, value $137,427,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,175,703 shares
    Change vs previous 13F +229,220 shares

    0.36% of the 13F portfolio, value $121,168,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 946,483 shares
    Change vs previous 13F +27,782 shares

    0.33% of the 13F portfolio, value $92,547,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 918,701 shares
    Change vs previous 13F -5,319 shares

    0.32% of the 13F portfolio, value $80,653,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 924,020 shares
    Change vs previous 13F -7,506 shares

    0.35% of the 13F portfolio, value $83,485,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 931,526 shares
    Change vs previous 13F +16,749 shares

    0.32% of the 13F portfolio, value $75,221,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 914,777 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $61,940,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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