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Union Bancaire Privee, UBP SA: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Union Bancaire Privee, UBP SA on WMT, newest first. How the timeline and the estimate are built.

Union Bancaire Privee, UBP SA held 615,489 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 615,489 shares
    Change vs previous 13F +231,455 shares

    0.82% of the 13F portfolio, value $74,953,631.

    13F-HR 0001716607-26-000007 filed by Union Bancaire Privee, UBP SA
    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 384,034 shares
    Change vs previous 13F +275,337 shares

    0.74% of the 13F portfolio, value $53,530,757.

    13F-HR 0001716607-26-000004 filed by Union Bancaire Privee, UBP SA
    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 108,697 shares
    Change vs previous 13F -5,738 shares

    0.23% of the 13F portfolio, value $19,153,643.

    13F-HR 0001716607-26-000002 filed by Union Bancaire Privee, UBP SA
    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 114,435 shares
    Change vs previous 13F +2,012 shares

    0.26% of the 13F portfolio, value $18,151,319.

    13F-HR 0001716607-25-000016 filed by Union Bancaire Privee, UBP SA
    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 112,423 shares
    Change vs previous 13F -143,943 shares

    0.24% of the 13F portfolio, value $16,863,638.

    13F-HR 0001716607-25-000011 filed by Union Bancaire Privee, UBP SA
    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 256,366 shares
    Change vs previous 13F +136,998 shares

    0.42% of the 13F portfolio, value $21,821,426.

    13F-HR 0001716607-25-000009 filed by Union Bancaire Privee, UBP SA
    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/A 119,368 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,644,729.

    13F-HR/A 0001716607-25-000004 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

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