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Disclosery

Allworth Financial LP: WMT position timeline

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

Allworth Financial LP held 340,091 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 340,091 shares
    Change vs previous 13F -5,765 shares

    0.16% of the 13F portfolio, value $38,518,684.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 345,856 shares
    Change vs previous 13F +14,461 shares

    0.17% of the 13F portfolio, value $42,982,931.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 331,395 shares
    Change vs previous 13F +8,071 shares

    0.15% of the 13F portfolio, value $36,920,692.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 323,324 shares
    Change vs previous 13F -17,837 shares

    0.15% of the 13F portfolio, value $33,321,808.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 341,161 shares
    Change vs previous 13F +90,464 shares

    0.16% of the 13F portfolio, value $33,358,705.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 250,697 shares
    Change vs previous 13F +34,203 shares

    0.14% of the 13F portfolio, value $24,026,811.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 216,494 shares
    Change vs previous 13F +35,810 shares

    0.11% of the 13F portfolio, value $20,183,725.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 180,684 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,590,251.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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