Skip to content
Disclosery

4WEALTH ADVISORS, INC.: WMT position timeline

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

4WEALTH ADVISORS, INC. held 12,513 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,513 shares
    Change vs previous 13F -1,344 shares

    0.92% of the 13F portfolio, value $1,336,415.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,857 shares
    Change vs previous 13F +33 shares

    1.22% of the 13F portfolio, value $1,587,956.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 ended2026-03-31
    13F 13,824 shares
    Change vs previous 13F -196 shares

    1.46% of the 13F portfolio, value $1,707,242.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 ended2025-12-31
    13F 14,020 shares
    Change vs previous 13F +685 shares

    1.35% of the 13F portfolio, value $1,561,962.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 ended2025-09-30
    13F 13,335 shares
    Change vs previous 13F +477 shares

    1.27% of the 13F portfolio, value $1,374,329.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 ended2025-06-30
    13F 12,858 shares
    Change vs previous 13F -1,272 shares

    1.31% of the 13F portfolio, value $1,257,207.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 ended2025-03-31
    13F 14,130 shares
    Change vs previous 13F -1,176 shares

    1.37% of the 13F portfolio, value $1,240,429.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 ended2024-12-31
    13F 15,306 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,382,929.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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