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Disclosery

FIRST FOUNDATION ADVISORS: WMT position timeline

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

FIRST FOUNDATION ADVISORS held 46,464 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,464 shares
    Change vs previous 13F -4,673 shares

    0.19% of the 13F portfolio, value $5,262,524.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 51,137 shares
    Change vs previous 13F +1,102 shares

    0.26% of the 13F portfolio, value $6,355,294.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 50,035 shares
    Change vs previous 13F +14,320 shares

    0.21% of the 13F portfolio, value $5,574,413.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 35,715 shares
    Change vs previous 13F +13,372 shares

    0.14% of the 13F portfolio, value $3,680,802.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 22,343 shares
    Change vs previous 13F +3,080 shares

    0.08% of the 13F portfolio, value $2,184,695.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 19,263 shares
    Change vs previous 13F -1,567 shares

    0.07% of the 13F portfolio, value $1,691,056.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 20,830 shares
    Change vs previous 13F -634 shares

    0.07% of the 13F portfolio, value $1,881,981.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 21,464 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,733,235.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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