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Disclosery

Caldwell Trust Co: WMT position timeline

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

Caldwell Trust Co held 101,349 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,349 shares
    Change vs previous 13F -3,320 shares

    0.93% of the 13F portfolio, value $11,478,788.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 104,669 shares
    Change vs previous 13F -824 shares

    1.16% of the 13F portfolio, value $13,008,263.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 105,493 shares
    Change vs previous 13F -4,264 shares

    1.04% of the 13F portfolio, value $11,752,975.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 109,757 shares
    Change vs previous 13F -866 shares

    1.06% of the 13F portfolio, value $11,311,556.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 110,623 shares
    Change vs previous 13F +61 shares

    1.08% of the 13F portfolio, value $10,816,717.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 110,562 shares
    Change vs previous 13F -4,936 shares

    1.04% of the 13F portfolio, value $9,706,238.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 115,498 shares
    Change vs previous 13F -5,321 shares

    1.09% of the 13F portfolio, value $10,435,244.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 120,819 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $9,756,134.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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