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Disclosery

Rikoon Group, LLC: WMT position timeline

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

Rikoon Group, LLC held 24,599 WMT shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 24,599 shares
    Change vs previous 13F +42 shares

    0.89% of the 13F portfolio, value $3,341,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 24,557 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $3,553,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 24,557 shares
    Change vs previous 13F +216 shares

    1.06% of the 13F portfolio, value $3,436,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 24,341 shares
    Change vs previous 13F +4,446 shares

    0.97% of the 13F portfolio, value $2,916,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 19,895 shares
    Change vs previous 13F +660 shares

    0.94% of the 13F portfolio, value $2,271,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 19,235 shares
    Change vs previous 13F -550 shares

    0.79% of the 13F portfolio, value $2,296,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 19,785 shares
    Change vs previous 13F +201 shares

    0.87% of the 13F portfolio, value $2,348,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 19,584 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,164,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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