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CAPE ANN SAVINGS BANK: WMT position timeline

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

CAPE ANN SAVINGS BANK held 14,808 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,808 shares
    Change vs previous 13F -70 shares

    0.79% of the 13F portfolio, value $1,677,154.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 14,878 shares
    Change vs previous 13F -195 shares

    0.93% of the 13F portfolio, value $1,849,038.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 15,073 shares
    Change vs previous 13F +429 shares

    0.86% of the 13F portfolio, value $1,679,283.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 14,644 shares
    Change vs previous 13F +213 shares

    0.81% of the 13F portfolio, value $1,509,211.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 14,431 shares
    Change vs previous 13F +1,097 shares

    0.84% of the 13F portfolio, value $1,411,063.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 13,334 shares
    Change vs previous 13F +385 shares

    0.73% of the 13F portfolio, value $1,170,592.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 12,949 shares
    Change vs previous 13F +3,043 shares

    0.69% of the 13F portfolio, value $1,169,942.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 9,906 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $799,910.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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