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Disclosery

SPINNAKER TRUST: WMT position timeline

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

SPINNAKER TRUST held 73,231 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,231 shares
    Change vs previous 13F +448 shares

    0.4% of the 13F portfolio, value $8,294,143.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 72,783 shares
    Change vs previous 13F -3,476 shares

    0.5% of the 13F portfolio, value $9,045,471.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 76,259 shares
    Change vs previous 13F +1,024 shares

    0.45% of the 13F portfolio, value $8,496,015.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 75,235 shares
    Change vs previous 13F -1,220 shares

    0.43% of the 13F portfolio, value $7,753,719.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 76,455 shares
    Change vs previous 13F +388 shares

    0.45% of the 13F portfolio, value $7,475,770.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 76,067 shares
    Change vs previous 13F -12,569 shares

    0.44% of the 13F portfolio, value $6,677,922.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 88,636 shares
    Change vs previous 13F -2,264 shares

    0.51% of the 13F portfolio, value $8,008,262.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 90,900 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,340,176.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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