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Disclosery

Ashfield Capital Partners, LLC: WMT position timeline

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

Ashfield Capital Partners, LLC held 68,834 WMT shares at 2022-09-30 per its 13F-HR filed 2022-11-10.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 68,834 shares
    Change vs previous 13F -1,218 shares

    0.75% of the 13F portfolio, value $8,928,000.

    13F-HR 0001398103-22-000006 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 70,052 shares
    Change vs previous 13F -1,154 shares

    0.66% of the 13F portfolio, value $8,517,000.

    13F-HR 0001398103-22-000005 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 71,206 shares
    Change vs previous 13F -72 shares

    0.69% of the 13F portfolio, value $10,604,000.

    13F-HR 0001398103-22-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 71,278 shares
    Change vs previous 13F -550 shares

    0.66% of the 13F portfolio, value $10,313,000.

    13F-HR 0001398103-22-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 71,828 shares
    Change vs previous 13F +334 shares

    0.71% of the 13F portfolio, value $10,011,000.

    13F-HR 0001398103-21-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 71,494 shares
    Change vs previous 13F -1,093 shares

    0.72% of the 13F portfolio, value $10,082,000.

    13F-HR 0001398103-21-000003 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 72,587 shares
    Change vs previous 13F -6,232 shares

    0.78% of the 13F portfolio, value $9,859,000.

    13F-HR 0001398103-21-000002 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 78,819 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $11,362,000.

    13F-HR 0001398103-21-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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