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Universal- Beteiligungs- und Servicegesellschaft mbH: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Universal- Beteiligungs- und Servicegesellschaft mbH on WMT, newest first. How the timeline and the estimate are built.

Universal- Beteiligungs- und Servicegesellschaft mbH held 3,648,691 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,648,691 shares
    Change vs previous 13F -49,632 shares

    0.63% of the 13F portfolio, value $412,113,006.

    13F-HR 0002057170-26-000021 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 3,698,323 shares
    Change vs previous 13F +855,251 shares

    0.79% of the 13F portfolio, value $458,178,243.

    13F-HR 0002057170-26-000020 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 2,843,072 shares
    Change vs previous 13F +51,076 shares

    0.51% of the 13F portfolio, value $315,971,209.

    13F-HR 0002057170-26-000014 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 2,791,996 shares
    Change vs previous 13F +15,646 shares

    0.48% of the 13F portfolio, value $287,743,105.

    13F-HR 0002057170-25-000015 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 2,776,350 shares
    Change vs previous 13F -84,661 shares

    0.48% of the 13F portfolio, value $271,471,504.

    13F-HR 0002057170-25-000008 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 2,861,011 shares
    Change vs previous 13F +421,108 shares

    0.5% of the 13F portfolio, value $251,168,155.

    13F-HR 0002057170-25-000004 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 2,439,903 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $220,445,239.

    13F-HR 0002057170-25-000003 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    Filed (acceptance time not in the bulk data set), ingested

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