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Towne Trust Company, N.A: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towne Trust Company, N.A on WMT, newest first. How the timeline and the estimate are built.

Towne Trust Company, N.A held 5,072 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,072 shares
    Change vs previous 13F +961 shares

    0.17% of the 13F portfolio, value $574,455.

    13F-HR 0001102256-26-000004 filed by Towne Trust Company, N.A
    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 4,111 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $510,915.

    13F-HR 0001102256-26-000003 filed by Towne Trust Company, N.A
    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 4,111 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $458,007.

    13F-HR 0001102256-26-000002 filed by Towne Trust Company, N.A
    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 4,276 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $440,685.

    13F-HR 0001102256-25-000009 filed by Towne Trust Company, N.A
    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/A 4,276 shares
    Change vs previous 13F -8,039 shares

    0.15% of the 13F portfolio, value $418,107.

    13F-HR/A 0001102256-25-000007 filed by Towne Trust Company, N.A
    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 12,315 shares
    Change vs previous 13F -129 shares

    0.38% of the 13F portfolio, value $1,081,134.

    13F-HR 0001102256-25-000003 filed by Towne Trust Company, N.A
    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 12,444 shares
    Change vs previous 13F +1,850 shares

    0.39% of the 13F portfolio, value $1,124,315.

    13F-HR 0001102256-25-000001 filed by Towne Trust Company, N.A
    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 10,594 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $855,466.

    13F-HR 0001102256-24-000004 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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