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Trivant Custom Portfolio Group, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivant Custom Portfolio Group, LLC on WMT, newest first. How the timeline and the estimate are built.

Trivant Custom Portfolio Group, LLC held 29,997 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,997 shares
    Change vs previous 13F -20,200 shares

    1.81% of the 13F portfolio, value $3,394,969.

    13F-HR 0001977992-26-000003 filed by Trivant Custom Portfolio Group, LLC
    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 50,197 shares
    Change vs previous 13F -388 shares

    3.42% of the 13F portfolio, value $6,238,483.

    13F-HR 0001977992-26-000002 filed by Trivant Custom Portfolio Group, LLC
    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 50,585 shares
    Change vs previous 13F -313 shares

    3.25% of the 13F portfolio, value $5,635,675.

    13F-HR 0001977992-26-000001 filed by Trivant Custom Portfolio Group, LLC
    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 50,898 shares
    Change vs previous 13F +187 shares

    2.7% of the 13F portfolio, value $5,245,548.

    13F-HR 0001977992-25-000015 filed by Trivant Custom Portfolio Group, LLC
    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 50,711 shares
    Change vs previous 13F -1,370 shares

    2.72% of the 13F portfolio, value $4,958,522.

    13F-HR 0001977992-25-000003 filed by Trivant Custom Portfolio Group, LLC
    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 52,081 shares
    Change vs previous 13F -562 shares

    2.63% of the 13F portfolio, value $4,572,195.

    13F-HR 0001977992-25-000002 filed by Trivant Custom Portfolio Group, LLC
    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 52,643 shares
    Change vs previous 13F -640 shares

    2.78% of the 13F portfolio, value $4,756,296.

    13F-HR 0001977992-25-000001 filed by Trivant Custom Portfolio Group, LLC
    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 53,283 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,302,603.

    13F-HR 0001977992-24-000005 filed by Trivant Custom Portfolio Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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