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Disclosery

Fiduciary Group, LLC: WMT position timeline

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

Fiduciary Group, LLC held 178,737 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,737 shares
    Change vs previous 13F -2,120 shares

    1.59% of the 13F portfolio, value $20,243,722.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 180,857 shares
    Change vs previous 13F -2,773 shares

    1.92% of the 13F portfolio, value $22,476,961.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 183,630 shares
    Change vs previous 13F -5,890 shares

    1.72% of the 13F portfolio, value $20,458,266.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 189,520 shares
    Change vs previous 13F -2,648 shares

    1.72% of the 13F portfolio, value $19,531,976.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 192,168 shares
    Change vs previous 13F -2,334 shares

    1.77% of the 13F portfolio, value $18,790,229.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 194,502 shares
    Change vs previous 13F -1,446 shares

    1.71% of the 13F portfolio, value $17,075,368.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 195,948 shares
    Change vs previous 13F -2,106 shares

    1.78% of the 13F portfolio, value $17,703,941.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 198,054 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $15,992,895.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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