Skip to content
Disclosery

Affiance Financial, LLC: WMT position timeline

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

Affiance Financial, LLC held 16,789 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,789 shares
    Change vs previous 13F -1,733 shares

    0.27% of the 13F portfolio, value $1,901,524.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 18,522 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,301,914.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 18,522 shares
    Change vs previous 13F -1,835 shares

    0.33% of the 13F portfolio, value $2,063,536.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 20,357 shares
    Change vs previous 13F +17,720 shares

    0.38% of the 13F portfolio, value $2,097,992.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 2,637 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $257,846.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 2,817 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $247,304.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 2,817 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $254,516.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 2,817 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $227,473.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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