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Disclosery

HEADINVEST, LLC: WMT position timeline

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

HEADINVEST, LLC held 62,000 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,000 shares
    Change vs previous 13F -5,850 shares

    1.31% of the 13F portfolio, value $7,022,077.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 67,850 shares
    Change vs previous 13F -2,244 shares

    1.73% of the 13F portfolio, value $8,432,447.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 70,094 shares
    Change vs previous 13F -2,236 shares

    1.55% of the 13F portfolio, value $7,809,203.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 72,330 shares
    Change vs previous 13F -4,055 shares

    1.54% of the 13F portfolio, value $7,454,358.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 76,385 shares
    Change vs previous 13F -21,986 shares

    1.59% of the 13F portfolio, value $7,468,939.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 98,371 shares
    Change vs previous 13F -9,285 shares

    1.68% of the 13F portfolio, value $8,635,977.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 107,656 shares
    Change vs previous 13F -6,691 shares

    1.84% of the 13F portfolio, value $9,726,695.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 114,347 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $9,233,498.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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