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1620 INVESTMENT ADVISORS, INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1620 INVESTMENT ADVISORS, INC. on WMT, newest first. How the timeline and the estimate are built.

1620 INVESTMENT ADVISORS, INC. held 4,367 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,367 shares
    Change vs previous 13F +11 shares

    0.31% of the 13F portfolio, value $494,656.

    13F-HR 0001907281-26-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    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 4,356 shares
    Change vs previous 13F -3,173 shares

    0.37% of the 13F portfolio, value $541,418.

    13F-HR 0001907281-26-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,529 shares
    Change vs previous 13F -366 shares

    0.56% of the 13F portfolio, value $838,855.

    13F-HR 0001907281-26-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,895 shares
    Change vs previous 13F -215 shares

    0.55% of the 13F portfolio, value $813,704.

    13F-HR 0001907281-25-000007 filed by 1620 INVESTMENT ADVISORS, INC.
    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 8,110 shares
    Change vs previous 13F +192 shares

    0.56% of the 13F portfolio, value $793,039.

    13F-HR 0001907281-25-000004 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,918 shares
    Change vs previous 13F +348 shares

    0.53% of the 13F portfolio, value $695,160.

    13F-HR 0001907281-25-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,570 shares
    Change vs previous 13F +228 shares

    0.52% of the 13F portfolio, value $683,989.

    13F-HR 0001907281-25-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,342 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $592,902.

    13F-HR 0001907281-24-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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