GUARDIAN CAPITAL LP: WMT position timeline

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

GUARDIAN CAPITAL LP held 114,006 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 114,006 shares
Change vs previous 13F -29,594 shares
0.25% of the 13F portfolio, value $12,912,320.
13F-HR 0001062993-26-003901 filed by Guardian Partners Inc.
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- GUARDIAN CAPITAL LP: 22,488 shares
- Guardian Partners Inc.: 91,518 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 143,600 shares
Change vs previous 13F +16,409 shares
0.36% of the 13F portfolio, value $17,888,254.
13F-HR 0001062993-26-002742 filed by Guardian Partners Inc.
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- GUARDIAN CAPITAL LP: 22,301 shares
- Guardian Partners Inc.: 121,299 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 127,191 shares
Share basis changed not comparable
Membership change: Guardian Partners Inc. joined the group. 0.35% of the 13F portfolio, value $16,188,920.
13F-HR 0001062993-26-000999 filed by Guardian Partners Inc.
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- GUARDIAN CAPITAL LP: 2,090 shares
- Guardian Partners Inc.: 125,101 shares
Acceptance time not in the bulk data set (spec §4.2).