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GRIMES & Co WEALTH MANAGEMENT, LLC: WMT position timeline

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

GRIMES & Co WEALTH MANAGEMENT, LLC held 50,675 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,675 shares
    Change vs previous 13F +1,255 shares

    0.12% of the 13F portfolio, value $5,739,496.

    13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH 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 ended2026-03-31
    13F 49,420 shares
    Change vs previous 13F +10,843 shares

    0.17% of the 13F portfolio, value $6,141,967.

    13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH 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 ended2025-12-31
    13F 38,577 shares
    Change vs previous 13F +5,241 shares

    0.1% of the 13F portfolio, value $4,297,890.

    13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH 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 ended2025-09-30
    13F 33,336 shares
    Change vs previous 13F +13,002 shares

    0.08% of the 13F portfolio, value $3,435,567.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH 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 ended2025-06-30
    13F 20,334 shares
    Change vs previous 13F +3,529 shares

    0.05% of the 13F portfolio, value $1,988,278.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH 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 ended2025-03-31
    13F 16,805 shares
    Change vs previous 13F +507 shares

    0.05% of the 13F portfolio, value $1,475,315.

    13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH 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 ended2024-12-31
    13F 16,298 shares
    Change vs previous 13F +1,243 shares

    0.04% of the 13F portfolio, value $1,472,489.

    13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH 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 ended2024-09-30
    13F 15,055 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,215,667.

    13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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