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PENINSULA ASSET MANAGEMENT INC: WMT position timeline

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

PENINSULA ASSET MANAGEMENT INC held 59,337 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,337 shares
    Change vs previous 13F -105 shares

    3.22% of the 13F portfolio, value $6,720,509.

    13F-HR 0001091923-26-000003 filed by PENINSULA ASSET MANAGEMENT INC
    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 59,442 shares
    Change vs previous 13F -460 shares

    3.77% of the 13F portfolio, value $7,387,452.

    13F-HR 0001091923-26-000002 filed by PENINSULA ASSET MANAGEMENT INC
    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 59,902 shares
    Change vs previous 13F -485 shares

    3.42% of the 13F portfolio, value $6,673,682.

    13F-HR 0001091923-26-000001 filed by PENINSULA ASSET MANAGEMENT INC
    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 60,387 shares
    Change vs previous 13F -850 shares

    3.2% of the 13F portfolio, value $6,223,485.

    13F-HR 0001091923-25-000005 filed by PENINSULA ASSET MANAGEMENT INC
    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 61,237 shares
    Change vs previous 13F -175 shares

    3.16% of the 13F portfolio, value $5,987,754.

    13F-HR 0001091923-25-000004 filed by PENINSULA ASSET MANAGEMENT INC
    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 61,412 shares
    Change vs previous 13F -1,470 shares

    2.99% of the 13F portfolio, value $5,391,359.

    13F-HR 0001091923-25-000002 filed by PENINSULA ASSET MANAGEMENT INC
    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 62,882 shares
    Change vs previous 13F -1,250 shares

    3.02% of the 13F portfolio, value $5,681,388.

    13F-HR 0001091923-25-000001 filed by PENINSULA ASSET MANAGEMENT INC
    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 64,132 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,178,659.

    13F-HR 0001091923-24-000005 filed by PENINSULA ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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