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Disclosery

Grassi Investment Management: WMT position timeline

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

Grassi Investment Management held 101,722 WMT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 101,722 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $9,946,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 101,722 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $8,930,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 101,722 shares
    Change vs previous 13F -1,200 shares

    0.78% of the 13F portfolio, value $9,191,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 102,922 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $8,311,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 102,922 shares
    Change vs previous 13F -6,000 shares

    0.62% of the 13F portfolio, value $6,969,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 108,922 shares
    Change vs previous 13F +74,215 shares

    0.59% of the 13F portfolio, value $6,554,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 34,707 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $5,472,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 34,707 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,551,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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