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Disclosery

Alpha Family Trust: WMT position timeline

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

Alpha Family Trust held 19,020 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,020 shares
    Change vs previous 13F -8,595 shares

    0.87% of the 13F portfolio, value $2,154,205.

    13F-HR 0001193125-26-342249 filed by Alpha Family Trust
    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 27,615 shares
    Change vs previous 13F +18,135 shares

    1.67% of the 13F portfolio, value $3,431,992.

    13F-HR 0001193125-26-221997 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,056,167.

    13F-HR 0001193125-26-048264 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $977,009.

    13F-HR 0001193125-25-277455 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $926,954.

    13F-HR 0000950123-25-007808 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $832,249.

    13F-HR 0000950123-25-004939 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $856,518.

    13F-HR 0000950123-25-002106 filed by Alpha Family Trust
    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 9,480 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $765,510.

    13F-HR 0000950123-24-010474 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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