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REGENTATLANTIC CAPITAL LLC: WMT position timeline

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

REGENTATLANTIC CAPITAL LLC held 178,274 WMT shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 178,274 shares
    Change vs previous 13F +88,978 shares

    0.69% of the 13F portfolio, value $23,122,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 89,296 shares
    Change vs previous 13F -5,193 shares

    0.36% of the 13F portfolio, value $10,857,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 94,489 shares
    Change vs previous 13F -3,934 shares

    0.4% of the 13F portfolio, value $14,071,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 98,423 shares
    Change vs previous 13F -3,973 shares

    0.4% of the 13F portfolio, value $14,241,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 102,396 shares
    Change vs previous 13F -3,603 shares

    0.43% of the 13F portfolio, value $14,272,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 105,999 shares
    Change vs previous 13F -9,588 shares

    0.46% of the 13F portfolio, value $14,948,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 115,587 shares
    Change vs previous 13F -4,918 shares

    0.53% of the 13F portfolio, value $15,700,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 120,505 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $17,371,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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