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Disclosery

Ascent Group, LLC: WMT position timeline

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

Ascent Group, LLC held 181,787 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,787 shares
    Change vs previous 13F +588 shares

    0.62% of the 13F portfolio, value $20,589,136.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 181,199 shares
    Change vs previous 13F -4,183 shares

    0.78% of the 13F portfolio, value $22,519,397.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 185,382 shares
    Change vs previous 13F +5,076 shares

    0.71% of the 13F portfolio, value $20,653,416.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 180,306 shares
    Change vs previous 13F +37,048 shares

    0.66% of the 13F portfolio, value $18,582,353.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 143,258 shares
    Change vs previous 13F +2,191 shares

    0.55% of the 13F portfolio, value $14,007,804.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 141,067 shares
    Change vs previous 13F +13,689 shares

    0.53% of the 13F portfolio, value $12,384,310.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 127,378 shares
    Change vs previous 13F -446 shares

    0.86% of the 13F portfolio, value $11,508,602.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 127,824 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $10,321,788.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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