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Disclosery

Old North State Trust, LLC: WMT position timeline

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

Old North State Trust, LLC held 12,451 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,451 shares
    Change vs previous 13F -195 shares

    0.72% of the 13F portfolio, value $1,410,000.

    13F-HR 0001760444-26-000003 filed by Old North State Trust, 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 12,646 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,572,000.

    13F-HR 0001760444-26-000002 filed by Old North State Trust, 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 12,646 shares
    Change vs previous 13F -978 shares

    0.83% of the 13F portfolio, value $1,409,000.

    13F-HR 0001760444-26-000001 filed by Old North State Trust, 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 13,624 shares
    Change vs previous 13F +189 shares

    0.86% of the 13F portfolio, value $1,404,000.

    13F-HR 0001760444-25-000006 filed by Old North State Trust, 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 13,435 shares
    Change vs previous 13F -534 shares

    0.9% of the 13F portfolio, value $1,314,000.

    13F-HR 0001760444-25-000003 filed by Old North State Trust, 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 13,969 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,262,000.

    13F-HR 0001760444-25-000002 filed by Old North State Trust, 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 13,969 shares
    Change vs previous 13F -155 shares

    0.8% of the 13F portfolio, value $1,262,000.

    13F-HR 0001760444-25-000001 filed by Old North State Trust, 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 14,124 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,141,000.

    13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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