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Disclosery

AA Financial Advisors, LLC: WMT position timeline

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

AA Financial Advisors, LLC held 13,468 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,468 shares
    Change vs previous 13F +754 shares

    0.18% of the 13F portfolio, value $1,525,355.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 12,714 shares
    Change vs previous 13F +303 shares

    0.22% of the 13F portfolio, value $1,580,038.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 12,411 shares
    Change vs previous 13F -173 shares

    0.26% of the 13F portfolio, value $1,382,662.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 12,584 shares
    Change vs previous 13F +372 shares

    0.25% of the 13F portfolio, value $1,296,863.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 12,212 shares
    Change vs previous 13F -1,848 shares

    0.26% of the 13F portfolio, value $1,194,062.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 14,060 shares
    Change vs previous 13F +1,326 shares

    0.3% of the 13F portfolio, value $1,234,317.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 12,734 shares
    Change vs previous 13F +901 shares

    0.31% of the 13F portfolio, value $1,150,524.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 11,833 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $955,521.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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