Skip to content
Disclosery

Legacy Trust: WMT position timeline

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

Legacy Trust held 3,268 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,268 shares
    Change vs previous 13F +198 shares

    0.07% of the 13F portfolio, value $370,134.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 3,070 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $381,540.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 3,070 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $342,029.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 3,570 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $367,924.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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