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Community Financial Services Group, LLC: WMT position timeline

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

Community Financial Services Group, LLC held 119,872 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,872 shares
    Change vs previous 13F -478 shares

    1.9% of the 13F portfolio, value $13,044,471.

    13F-HR 0001537319-26-000003 filed by Community Financial Services 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 120,350 shares
    Change vs previous 13F +1,116 shares

    2.64% of the 13F portfolio, value $15,012,459.

    13F-HR 0001537319-26-000002 filed by Community Financial Services 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 119,234 shares
    Change vs previous 13F -3,193 shares

    2.44% of the 13F portfolio, value $13,283,873.

    13F-HR 0001537319-26-000001 filed by Community Financial Services 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 122,427 shares
    Change vs previous 13F +1,819 shares

    2.31% of the 13F portfolio, value $12,617,350.

    13F-HR 0001537319-25-000005 filed by Community Financial Services 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 120,608 shares
    Change vs previous 13F -447 shares

    2.35% of the 13F portfolio, value $11,793,061.

    13F-HR 0001537319-25-000004 filed by Community Financial Services 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 121,055 shares
    Change vs previous 13F +4,443 shares

    2.3% of the 13F portfolio, value $10,627,421.

    13F-HR 0001537319-25-000002 filed by Community Financial Services 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 116,612 shares
    Change vs previous 13F +2,791 shares

    2.09% of the 13F portfolio, value $10,535,909.

    13F-HR 0001537319-25-000001 filed by Community Financial Services 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 113,821 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $9,191,133.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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