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Cetera Trust Company, N.A: WMT position timeline

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

Cetera Trust Company, N.A held 39,885 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,885 shares
    Change vs previous 13F -430 shares

    2.27% of the 13F portfolio, value $4,517,375.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 40,315 shares
    Change vs previous 13F -1,575 shares

    2.83% of the 13F portfolio, value $5,010,348.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 41,890 shares
    Change vs previous 13F 0 shares

    2.5% of the 13F portfolio, value $4,666,965.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 41,890 shares
    Change vs previous 13F -312 shares

    2.42% of the 13F portfolio, value $4,317,183.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 42,202 shares
    Change vs previous 13F -150 shares

    2.46% of the 13F portfolio, value $4,126,512.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 42,352 shares
    Change vs previous 13F -525 shares

    2.37% of the 13F portfolio, value $3,718,082.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 42,877 shares
    Change vs previous 13F -250 shares

    2.52% of the 13F portfolio, value $3,873,937.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 43,127 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,482,505.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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