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Disclosery

Apriem Advisors: WMT position timeline

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

Apriem Advisors held 3,048 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 3,048 shares
    Change vs previous 13F -2,387 shares

    0.03% of the 13F portfolio, value $345,194.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 5,435 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $675,400.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 5,091 shares
    Change vs previous 13F -430 shares

    0.05% of the 13F portfolio, value $567,170.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 5,521 shares
    Change vs previous 13F +215 shares

    0.05% of the 13F portfolio, value $568,977.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 5,306 shares
    Change vs previous 13F +1,488 shares

    0.06% of the 13F portfolio, value $518,827.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 3,818 shares
    Change vs previous 13F +963 shares

    0.04% of the 13F portfolio, value $335,217.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 2,855 shares
    Change vs previous 13F +217 shares

    0.03% of the 13F portfolio, value $257,920.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 2,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,993.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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