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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: WMT position timeline

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

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 13,793 WMT shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 13,793 shares
    Change vs previous 13F +110 shares

    0.44% of the 13F portfolio, value $1,955,683.

    13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 13,683 shares
    Change vs previous 13F -54 shares

    0.42% of the 13F portfolio, value $1,774,661.

    13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 13,737 shares
    Change vs previous 13F -513 shares

    0.36% of the 13F portfolio, value $1,670,140.

    13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 14,250 shares
    Change vs previous 13F +745 shares

    0.39% of the 13F portfolio, value $2,122,154.

    13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 13,505 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,953,969.

    13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 13,505 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $1,882,260.

    13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 13,504 shares
    Change vs previous 13F +201 shares

    0.35% of the 13F portfolio, value $1,904,302.

    13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 13,303 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,806,944.

    13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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