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Disclosery

Ethic Inc.: WMT position timeline

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

Ethic Inc. held 170,782 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,782 shares
    Change vs previous 13F -3,102 shares

    0.24% of the 13F portfolio, value $19,342,799.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 173,884 shares
    Change vs previous 13F +15,841 shares

    0.34% of the 13F portfolio, value $21,610,334.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 158,043 shares
    Change vs previous 13F +17,047 shares

    0.27% of the 13F portfolio, value $17,607,562.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 140,996 shares
    Change vs previous 13F +18,496 shares

    0.24% of the 13F portfolio, value $14,531,048.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 122,500 shares
    Change vs previous 13F +10,947 shares

    0.21% of the 13F portfolio, value $11,915,583.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 111,553 shares
    Change vs previous 13F +16,342 shares

    0.2% of the 13F portfolio, value $9,909,244.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 95,211 shares
    Change vs previous 13F +58,206 shares

    0.17% of the 13F portfolio, value $8,602,336.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 37,005 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,226,598.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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