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Disclosery

Independence Trust CO: WMT position timeline

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

Independence Trust CO held 37,748 WMT shares at 2017-12-31 per its 13F-HR filed 2018-02-08.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 37,748 shares
    Change vs previous 13F +120 shares

    4.12% of the 13F portfolio, value $3,728,000.

    13F-HR 0001140361-18-005746 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 37,628 shares
    Change vs previous 13F -25 shares

    3.36% of the 13F portfolio, value $2,940,000.

    13F-HR 0001140361-17-039671 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 37,653 shares
    Change vs previous 13F +1,960 shares

    3.39% of the 13F portfolio, value $2,850,000.

    13F-HR 0001140361-17-030543 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 35,693 shares
    Change vs previous 13F +4,467 shares

    3.31% of the 13F portfolio, value $2,573,000.

    13F-HR 0001140361-17-018910 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 31,226 shares
    Change vs previous 13F +3,856 shares

    2.96% of the 13F portfolio, value $2,158,000.

    13F-HR 0001140361-17-002881 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 27,370 shares
    Change vs previous 13F 0 shares

    3.23% of the 13F portfolio, value $1,974,000.

    13F-HR 0001140361-16-083300 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 27,370 shares
    Change vs previous 13F -300 shares

    3.07% of the 13F portfolio, value $1,999,000.

    13F-HR 0001140361-16-073117 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 27,670 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $1,895,000.

    13F-HR 0001140361-16-061506 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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