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Disclosery

Slocum, Gordon & Co LLP: WMT position timeline

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

Slocum, Gordon & Co LLP held 11,085 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,085 shares
    Change vs previous 13F +291 shares

    0.83% of the 13F portfolio, value $1,255,525.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 10,794 shares
    Change vs previous 13F -55 shares

    0.91% of the 13F portfolio, value $1,341,520.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 10,849 shares
    Change vs previous 13F -45 shares

    0.88% of the 13F portfolio, value $1,208,724.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 10,894 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,122,770.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 10,894 shares
    Change vs previous 13F -1,200 shares

    0.86% of the 13F portfolio, value $1,065,248.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 12,094 shares
    Change vs previous 13F +220 shares

    0.79% of the 13F portfolio, value $1,061,756.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 11,874 shares
    Change vs previous 13F -85 shares

    0.88% of the 13F portfolio, value $1,072,842.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 11,959 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $965,713.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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