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Disclosery

Canopy Partners, LLC: WMT position timeline

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

Canopy Partners, LLC held 30,644 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,644 shares
    Change vs previous 13F -533 shares

    1.04% of the 13F portfolio, value $3,470,739.

    13F-HR 0001960860-26-000003 filed by Canopy 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 ended2026-03-31
    13F 31,177 shares
    Change vs previous 13F -683 shares

    1.33% of the 13F portfolio, value $3,874,678.

    13F-HR 0001960860-26-000002 filed by Canopy 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 ended2025-12-31
    13F 31,860 shares
    Change vs previous 13F -1,064 shares

    1.16% of the 13F portfolio, value $3,549,523.

    13F-HR 0001960860-26-000001 filed by Canopy 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 ended2025-09-30
    13F 32,924 shares
    Change vs previous 13F +398 shares

    1.13% of the 13F portfolio, value $3,393,147.

    13F-HR 0001960860-25-000006 filed by Canopy 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 ended2025-06-30
    13F 32,526 shares
    Change vs previous 13F +153 shares

    1.17% of the 13F portfolio, value $3,180,392.

    13F-HR 0001960860-25-000003 filed by Canopy 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 ended2025-03-31
    13F 32,373 shares
    Change vs previous 13F -963 shares

    1.11% of the 13F portfolio, value $2,842,026.

    13F-HR 0001960860-25-000002 filed by Canopy 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 ended2024-12-31
    13F 33,336 shares
    Change vs previous 13F +1,503 shares

    1.15% of the 13F portfolio, value $3,011,908.

    13F-HR 0001960860-25-000001 filed by Canopy 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 ended2024-09-30
    13F 31,833 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,570,515.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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