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Disclosery

Vest Financial, LLC: WMT position timeline

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

Vest Financial, LLC held 457,121 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 457,121 shares
    Change vs previous 13F -58,508 shares

    0.54% of the 13F portfolio, value $51,773,523.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 515,629 shares
    Change vs previous 13F -56,242 shares

    0.77% of the 13F portfolio, value $64,082,373.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 571,871 shares
    Change vs previous 13F -56,718 shares

    0.81% of the 13F portfolio, value $63,712,147.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 628,589 shares
    Change vs previous 13F +17,301 shares

    0.85% of the 13F portfolio, value $64,782,383.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 611,288 shares
    Change vs previous 13F +7,103 shares

    0.85% of the 13F portfolio, value $59,771,739.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 604,185 shares
    Change vs previous 13F -100,337 shares

    0.82% of the 13F portfolio, value $53,041,401.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 704,522 shares
    Change vs previous 13F +75 shares

    1.13% of the 13F portfolio, value $63,653,563.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 704,447 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $56,884,096.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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