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TILIA FIDUCIARY PARTNERS, INC.: WMT position timeline

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

TILIA FIDUCIARY PARTNERS, INC. held 38,338 WMT shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 38,338 shares
    Change vs previous 13F +993 shares

    1.84% of the 13F portfolio, value $3,984,064.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,345 shares
    Change vs previous 13F +644 shares

    2% of the 13F portfolio, value $4,229,654.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,701 shares
    Change vs previous 13F +516 shares

    2.51% of the 13F portfolio, value $4,561,252.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,185 shares
    Change vs previous 13F -198 shares

    2.23% of the 13F portfolio, value $4,031,395.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,383 shares
    Change vs previous 13F -2,644 shares

    2.17% of the 13F portfolio, value $3,749,656.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,027 shares
    Change vs previous 13F +408 shares

    2.33% of the 13F portfolio, value $3,816,012.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,619 shares
    Change vs previous 13F -296 shares

    2.26% of the 13F portfolio, value $3,390,405.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 38,915 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $3,515,978.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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