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Disclosery

Parcion Private Wealth LLC: WMT position timeline

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

Parcion Private Wealth LLC held 14,658 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,658 shares
    Change vs previous 13F -3,710 shares

    0.09% of the 13F portfolio, value $1,660,165.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 18,368 shares
    Change vs previous 13F +4,349 shares

    0.14% of the 13F portfolio, value $2,282,775.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 14,019 shares
    Change vs previous 13F +5,914 shares

    0.1% of the 13F portfolio, value $1,561,857.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 8,105 shares
    Change vs previous 13F +4,543 shares

    0.05% of the 13F portfolio, value $835,302.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 3,562 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $348,292.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 3,423 shares
    Change vs previous 13F +519 shares

    0.02% of the 13F portfolio, value $300,505.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 2,904 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,376.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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