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Disclosery

CX Institutional: WMT position timeline

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

CX Institutional held 52,512 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,512 shares
    Change vs previous 13F +1,466 shares

    0.15% of the 13F portfolio, value $5,457,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,046 shares
    Change vs previous 13F -16,902 shares

    0.17% of the 13F portfolio, value $5,782,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 67,948 shares
    Change vs previous 13F +19,003 shares

    0.26% of the 13F portfolio, value $8,445,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,945 shares
    Change vs previous 13F -23,896 shares

    0.16% of the 13F portfolio, value $5,453,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,841 shares
    Change vs previous 13F -603 shares

    0.23% of the 13F portfolio, value $7,507,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 73,444 shares
    Change vs previous 13F -1,207 shares

    0.25% of the 13F portfolio, value $7,181,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 74,651 shares
    Change vs previous 13F -8,465 shares

    0.25% of the 13F portfolio, value $6,554,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 83,116 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,509,567.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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