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Disclosery

SEARLE & CO.: WMT position timeline

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

SEARLE & CO. held 4,135 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 4,135 shares
    Change vs previous 13F +836 shares

    0.11% of the 13F portfolio, value $468,330.

    13F-HR 0000710127-26-000003 filed by SEARLE & CO.
    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 3,299 shares
    Change vs previous 13F +400 shares

    0.1% of the 13F portfolio, value $410,000.

    13F-HR 0000710127-26-000002 filed by SEARLE & CO.
    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 2,899 shares
    Change vs previous 13F +2,899 shares

    0.08% of the 13F portfolio, value $322,978.

    13F-HR 0000710127-26-000001 filed by SEARLE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,813 shares

    13F-HR 0001085146-25-004665 filed by SEARLE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 2,813 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $246,927.

    13F-HR 0001085146-25-003359 filed by SEARLE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,811 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $253,939.

    13F-HR 0001085146-25-001676 filed by SEARLE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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