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Coston, McIsaac & Partners: WMT position timeline

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

Coston, McIsaac & Partners held 91,769 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,769 shares
    Change vs previous 13F +759 shares

    2.09% of the 13F portfolio, value $10,393,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 91,010 shares
    Change vs previous 13F -4,370 shares

    2.55% of the 13F portfolio, value $11,310,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 95,380 shares
    Change vs previous 13F -2,246 shares

    2.47% of the 13F portfolio, value $10,626,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    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 97,626 shares
    Change vs previous 13F -2,723 shares

    2.4% of the 13F portfolio, value $10,060,000.

    13F-HR 0001945037-25-000005 filed by Coston, McIsaac & Partners
    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 100,349 shares
    Change vs previous 13F -1,761 shares

    2.54% of the 13F portfolio, value $9,810,000.

    13F-HR 0001945037-25-000004 filed by Coston, McIsaac & Partners
    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 102,110 shares
    Change vs previous 13F -8,290 shares

    2.62% of the 13F portfolio, value $8,963,000.

    13F-HR 0001945037-25-000003 filed by Coston, McIsaac & Partners
    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 110,400 shares
    Change vs previous 13F -17,529 shares

    2.96% of the 13F portfolio, value $9,973,000.

    13F-HR 0001945037-25-000001 filed by Coston, McIsaac & Partners
    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 127,929 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $10,329,000.

    13F-HR 0001945037-24-000004 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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