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Disclosery

Summa Corp.: WMT position timeline

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

Summa Corp. held 14,537 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,537 shares
    Change vs previous 13F -76 shares

    0.52% of the 13F portfolio, value $1,646,461.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 14,613 shares
    Change vs previous 13F -1,238 shares

    0.75% of the 13F portfolio, value $1,816,104.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 15,851 shares
    Change vs previous 13F +280 shares

    0.76% of the 13F portfolio, value $1,765,960.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 15,571 shares
    Change vs previous 13F +251 shares

    0.71% of the 13F portfolio, value $1,604,747.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 15,320 shares
    Change vs previous 13F -742 shares

    0.78% of the 13F portfolio, value $1,497,377.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    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 16,062 shares
    Change vs previous 13F +450 shares

    0.82% of the 13F portfolio, value $1,410,177.

    13F-HR 0001214659-25-006133 filed by Summa Corp.
    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 15,612 shares
    Change vs previous 13F -1,000 shares

    0.69% of the 13F portfolio, value $1,410,627.

    13F-HR 0001214659-25-001191 filed by Summa Corp.
    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 16,612 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,341,419.

    13F-HR 0001214659-24-017623 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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