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Disclosery

PRIVATE TRUST CO NA: WMT position timeline

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

PRIVATE TRUST CO NA held 48,074 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,074 shares
    Change vs previous 13F -1,519 shares

    0.44% of the 13F portfolio, value $5,444,864.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 49,593 shares
    Change vs previous 13F -1,275 shares

    0.55% of the 13F portfolio, value $6,163,370.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 50,868 shares
    Change vs previous 13F -1,661 shares

    0.5% of the 13F portfolio, value $5,667,177.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 52,529 shares
    Change vs previous 13F +96 shares

    0.48% of the 13F portfolio, value $5,413,666.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 52,433 shares
    Change vs previous 13F +2,084 shares

    0.49% of the 13F portfolio, value $5,126,894.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 50,349 shares
    Change vs previous 13F -1,154 shares

    0.45% of the 13F portfolio, value $4,420,162.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 51,503 shares
    Change vs previous 13F -1,546 shares

    0.48% of the 13F portfolio, value $4,653,288.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 53,049 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,283,699.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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