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Disclosery

Bollard Group LLC: WMT position timeline

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

Bollard Group LLC held 333,037 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,037 shares
    Change vs previous 13F +5,500 shares

    1.15% of the 13F portfolio, value $37,720,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 327,537 shares
    Change vs previous 13F +42,880 shares

    1.24% of the 13F portfolio, value $40,707,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 284,657 shares
    Change vs previous 13F -22,727 shares

    0.83% of the 13F portfolio, value $31,714,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 307,384 shares
    Change vs previous 13F +14,981 shares

    0.78% of the 13F portfolio, value $31,679,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 292,403 shares
    Change vs previous 13F +17,033 shares

    0.65% of the 13F portfolio, value $28,591,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 275,370 shares
    Change vs previous 13F +511 shares

    0.63% of the 13F portfolio, value $24,175,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 274,859 shares
    Change vs previous 13F -38,322 shares

    0.69% of the 13F portfolio, value $24,833,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 313,181 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $25,289,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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