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Disclosery

Truepoint, Inc.: WMT position timeline

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

Truepoint, Inc. held 4,319 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,319 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $489,170.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 4,212 shares
    Change vs previous 13F +358 shares

    0.01% of the 13F portfolio, value $523,515.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 3,854 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $429,374.

    13F-HR 0001765380-26-000107 filed by Truepoint, 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 4,118 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $424,401.

    13F-HR 0001765380-25-000491 filed by Truepoint, 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 2,918 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $285,322.

    13F-HR 0001765380-25-000316 filed by Truepoint, 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 3,004 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $263,721.

    13F-HR 0001765380-25-000212 filed by Truepoint, 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 3,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,411.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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