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Cresset Asset Management, LLC: WMT position timeline

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

Cresset Asset Management, LLC held 596,117 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,117 shares
    Change vs previous 13F -22,641 shares

    0.25% of the 13F portfolio, value $67,516,276.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 618,758 shares
    Change vs previous 13F -70,850 shares

    0.33% of the 13F portfolio, value $77,053,118.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 689,608 shares
    Change vs previous 13F +38,442 shares

    0.33% of the 13F portfolio, value $76,975,902.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 651,166 shares
    Change vs previous 13F +3,338 shares

    0.3% of the 13F portfolio, value $67,109,112.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 647,828 shares
    Change vs previous 13F -107,066 shares

    0.32% of the 13F portfolio, value $63,344,620.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 754,894 shares
    Change vs previous 13F -82,556 shares

    0.33% of the 13F portfolio, value $66,448,407.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 837,450 shares
    Change vs previous 13F -283,758 shares

    0.37% of the 13F portfolio, value $75,828,784.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 1,121,208 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $90,537,550.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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