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Disclosery

DNCA FINANCE: WMT position timeline

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

DNCA FINANCE held 254,700 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 254,700 shares
    Change vs previous 13F -167,124 shares

    1.4% of the 13F portfolio, value $28,847,322.

    13F-HR 0001104659-26-095886 filed by DNCA FINANCE
    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 421,824 shares
    Change vs previous 13F -22,958 shares

    3% of the 13F portfolio, value $52,424,237.

    13F-HR 0001104659-26-061156 filed by DNCA FINANCE
    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 444,782 shares
    Change vs previous 13F -21,200 shares

    2.87% of the 13F portfolio, value $49,553,163.

    13F-HR 0001104659-26-015188 filed by DNCA FINANCE
    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 465,982 shares
    Change vs previous 13F +94,463 shares

    3.29% of the 13F portfolio, value $48,024,105.

    13F-HR 0001104659-25-111998 filed by DNCA FINANCE
    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 371,519 shares
    Change vs previous 13F +17,999 shares

    2.77% of the 13F portfolio, value $36,327,128.

    13F-HR 0001104659-25-077566 filed by DNCA FINANCE
    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 353,520 shares
    Change vs previous 13F +121,188 shares

    2.58% of the 13F portfolio, value $31,035,521.

    13F-HR 0001104659-25-048505 filed by DNCA FINANCE
    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 232,332 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $20,991,196.

    13F-HR 0001104659-25-012925 filed by DNCA FINANCE
    Filed (acceptance time not in the bulk data set), ingested

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