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Disclosery

Heritage Family Offices, LLP: WMT position timeline

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

Heritage Family Offices, LLP held 11,747 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,747 shares
    Change vs previous 13F +1,549 shares

    0.51% of the 13F portfolio, value $1,330,471.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 10,198 shares
    Change vs previous 13F +2,505 shares

    0.56% of the 13F portfolio, value $1,267,407.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 7,693 shares
    Change vs previous 13F +674 shares

    0.39% of the 13F portfolio, value $857,078.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 7,019 shares
    Change vs previous 13F +614 shares

    0.34% of the 13F portfolio, value $723,379.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 6,405 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $545,386.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 6,405 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $562,295.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 6,405 shares
    Change vs previous 13F +300 shares

    0.29% of the 13F portfolio, value $578,692.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 6,105 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $492,979.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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