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Disclosery

Homrich & Berg: WMT position timeline

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

Homrich & Berg held 44,144 WMT shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 44,144 shares
    Change vs previous 13F +3,206 shares

    0.14% of the 13F portfolio, value $6,153,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 40,938 shares
    Change vs previous 13F +4,580 shares

    0.13% of the 13F portfolio, value $5,773,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 36,358 shares
    Change vs previous 13F +3,782 shares

    0.13% of the 13F portfolio, value $4,938,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 32,576 shares
    Change vs previous 13F +4,301 shares

    0.13% of the 13F portfolio, value $4,696,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 28,275 shares
    Change vs previous 13F +2,563 shares

    0.14% of the 13F portfolio, value $3,956,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 25,712 shares
    Change vs previous 13F +5,338 shares

    0.12% of the 13F portfolio, value $3,080,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 20,374 shares
    Change vs previous 13F +9,759 shares

    0.13% of the 13F portfolio, value $2,315,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 10,615 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,261,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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