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Disclosery

FCG Investment Co: WMT position timeline

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

FCG Investment Co held 17,441 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,441 shares
    Change vs previous 13F +103 shares

    0.6% of the 13F portfolio, value $1,812,469.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,338 shares
    Change vs previous 13F -6,786 shares

    0.68% of the 13F portfolio, value $1,963,702.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    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 24,124 shares
    Change vs previous 13F -4,593 shares

    1.31% of the 13F portfolio, value $2,998,131.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 28,717 shares
    Change vs previous 13F -6,188 shares

    1.39% of the 13F portfolio, value $2,959,574.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    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 34,905 shares
    Change vs previous 13F -3,261 shares

    1.78% of the 13F portfolio, value $3,413,011.

    13F-HR 0001667731-25-000847 filed by FCG Investment Co
    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 38,166 shares
    Change vs previous 13F +2,972 shares

    2.11% of the 13F portfolio, value $3,350,593.

    13F-HR 0001667731-25-000624 filed by FCG Investment Co
    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 35,194 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,179,778.

    13F-HR 0001667731-25-000044 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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