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Disclosery

IEQ CAPITAL, LLC: WMT position timeline

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

IEQ CAPITAL, LLC held 681,087 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 681,087 shares
    Change vs previous 13F -247,550 shares

    0.36% of the 13F portfolio, value $77,139,889.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 928,637 shares
    Change vs previous 13F +9,354 shares

    0.54% of the 13F portfolio, value $115,411,121.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 919,283 shares
    Change vs previous 13F +129,179 shares

    0.31% of the 13F portfolio, value $102,417,271.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 790,104 shares
    Change vs previous 13F +442,604 shares

    0.25% of the 13F portfolio, value $81,428,258.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 347,500 shares
    Change vs previous 13F +33,034 shares

    0.21% of the 13F portfolio, value $33,978,574.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 314,466 shares
    Change vs previous 13F -28,570 shares

    0.22% of the 13F portfolio, value $27,606,997.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 343,036 shares
    Change vs previous 13F +65,292 shares

    0.3% of the 13F portfolio, value $30,993,259.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 277,744 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,427,828.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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