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Disclosery

American Trust: WMT position timeline

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

American Trust held 11,863 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,863 shares
    Change vs previous 13F +406 shares

    0.1% of the 13F portfolio, value $1,343,603.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 11,457 shares
    Change vs previous 13F -111 shares

    0.13% of the 13F portfolio, value $1,423,876.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 11,568 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,288,791.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 11,568 shares
    Change vs previous 13F -26 shares

    0.1% of the 13F portfolio, value $1,192,198.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 11,594 shares
    Change vs previous 13F -676 shares

    0.11% of the 13F portfolio, value $1,133,661.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 12,270 shares
    Change vs previous 13F +1,185 shares

    0.27% of the 13F portfolio, value $1,077,183.

    13F-HR 0001905128-25-000004 filed by American Trust
    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 11,085 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,001,530.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 11,085 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $895,114.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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