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Disclosery

Waldron Private Wealth LLC: WMT position timeline

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

Waldron Private Wealth LLC held 51,134 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,134 shares
    Change vs previous 13F +293 shares

    0.2% of the 13F portfolio, value $5,791,462.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 50,841 shares
    Change vs previous 13F -166 shares

    0.25% of the 13F portfolio, value $6,318,516.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 51,007 shares
    Change vs previous 13F -1,614 shares

    0.23% of the 13F portfolio, value $5,694,822.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 52,621 shares
    Change vs previous 13F +1,447 shares

    0.22% of the 13F portfolio, value $5,423,159.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 51,174 shares
    Change vs previous 13F -434 shares

    0.22% of the 13F portfolio, value $5,003,759.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 51,608 shares
    Change vs previous 13F -28,075 shares

    0.21% of the 13F portfolio, value $4,542,670.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 79,683 shares
    Change vs previous 13F -154 shares

    0.29% of the 13F portfolio, value $7,215,953.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 79,837 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,446,851.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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