Grant/GrossMendelsohn, LLC: WMT position timeline

Grant/GrossMendelsohn, LLC held 6,296 WMT shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 6,296 shares

   Change vs previous 13F +53 shares

   0.33% of the 13F portfolio, value $599,518.

   13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 6,243 shares

   Change vs previous 13F -5,280 shares

   0.3% of the 13F portfolio, value $565,391.

   13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 11,523 shares

   Change vs previous 13F +21 shares

   0.4% of the 13F portfolio, value $930,518.

   13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 11,502 shares

   Change vs previous 13F +10 shares

   0.36% of the 13F portfolio, value $778,793.

   13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 11,492 shares

   Change vs previous 13F +7,300 shares

   0.32% of the 13F portfolio, value $687,084.

   13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 4,192 shares

   Change vs previous 13F +28 shares

   0.28% of the 13F portfolio, value $688,629.

   13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 4,164 shares

   Change vs previous 13F +7 shares

   0.29% of the 13F portfolio, value $665,877.

   13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 4,157 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $642,920.

   13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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