AlphaCore Capital LLC: WMT position timeline

AlphaCore Capital LLC held 150,537 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 150,537 shares

   Change vs previous 13F +4,830 shares

   0.31% of the 13F portfolio, value $17,049,804.

   13F-HR 0001398344-26-013677 filed by AlphaCore Capital LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 145,707 shares

   Change vs previous 13F -6,954 shares

   0.43% of the 13F portfolio, value $18,142,804.

   13F-HR 0001398344-26-009278 filed by AlphaCore Capital LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 152,661 shares

   Change vs previous 13F +55,685 shares

   0.38% of the 13F portfolio, value $17,044,440.

   13F-HR 0001398344-26-002286 filed by AlphaCore Capital LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 96,976 shares

   Change vs previous 13F +10,213 shares

   0.34% of the 13F portfolio, value $9,994,337.

   13F-HR 0001398344-25-020689 filed by AlphaCore Capital LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 86,763 shares

   Change vs previous 13F +10,321 shares

   0.32% of the 13F portfolio, value $8,483,720.

   13F-HR 0001398344-25-015018 filed by AlphaCore Capital LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 76,442 shares

   Change vs previous 13F +11,942 shares

   0.57% of the 13F portfolio, value $6,728,679.

   13F-HR 0001398344-25-009148 filed by AlphaCore Capital LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 64,500 shares

   Change vs previous 13F -6,490 shares

   1.26% of the 13F portfolio, value $5,840,632.

   13F-HR 0001398344-25-003188 filed by AlphaCore Capital LLC
   Filed 2025-02-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 70,990 shares

   Change vs previous 13F not available

   1.29% of the 13F portfolio, value $5,732,462.

   13F-HR 0001398344-24-020407 filed by AlphaCore Capital LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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