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Advyzon Investment Management, LLC: WMT position timeline

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

Advyzon Investment Management, LLC held 58,500 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,500 shares
    Change vs previous 13F -3,980 shares

    0.48% of the 13F portfolio, value $6,625,774.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 62,480 shares
    Change vs previous 13F -4,574 shares

    0.7% of the 13F portfolio, value $7,764,915.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 67,054 shares
    Change vs previous 13F +28,826 shares

    0.87% of the 13F portfolio, value $7,470,473.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 38,228 shares
    Change vs previous 13F -14,022 shares

    0.68% of the 13F portfolio, value $3,939,799.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 52,250 shares
    Change vs previous 13F +34,321 shares

    1.13% of the 13F portfolio, value $5,109,031.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 17,929 shares
    Change vs previous 13F -673 shares

    0.56% of the 13F portfolio, value $1,573,953.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 18,602 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,680,711.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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