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Disclosery

Pathstone Holdings, LLC: WMT position timeline

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

Pathstone Holdings, LLC held 559,922 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559,922 shares
    Change vs previous 13F +8,022 shares

    0.19% of the 13F portfolio, value $63,791,324.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 551,900 shares
    Change vs previous 13F -10,370 shares

    0.27% of the 13F portfolio, value $68,610,217.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 562,270 shares
    Change vs previous 13F +30,363 shares

    0.24% of the 13F portfolio, value $62,661,391.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 531,907 shares
    Change vs previous 13F +15,124 shares

    0.21% of the 13F portfolio, value $54,818,256.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 516,783 shares
    Change vs previous 13F +16,885 shares

    0.2% of the 13F portfolio, value $50,730,405.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 499,898 shares
    Change vs previous 13F +8,242 shares

    0.19% of the 13F portfolio, value $43,942,951.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 491,656 shares
    Change vs previous 13F -12,009 shares

    0.2% of the 13F portfolio, value $44,428,162.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 503,665 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $40,668,565.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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