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Texas Capital Bank Wealth Management Services Inc: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on WMT, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 11,913 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,913 shares
    Change vs previous 13F +295 shares

    0.07% of the 13F portfolio, value $1,349,266.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 11,618 shares
    Change vs previous 13F +1,103 shares

    0.09% of the 13F portfolio, value $1,443,885.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 10,515 shares
    Change vs previous 13F +1,922 shares

    0.07% of the 13F portfolio, value $1,171,476.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 8,593 shares
    Change vs previous 13F +3,024 shares

    0.07% of the 13F portfolio, value $885,595.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 5,569 shares
    Change vs previous 13F +259 shares

    0.05% of the 13F portfolio, value $544,537.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 5,310 shares
    Change vs previous 13F +171 shares

    0.05% of the 13F portfolio, value $466,179.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 5,139 shares
    Change vs previous 13F +995 shares

    0.05% of the 13F portfolio, value $464,313.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 4,144 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $334,632.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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