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Arkadios Wealth Advisors: WMT position timeline

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

Arkadios Wealth Advisors held 278,946 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,946 shares
    Change vs previous 13F -12,154 shares

    0.49% of the 13F portfolio, value $31,593,397.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth 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 291,100 shares
    Change vs previous 13F +27,903 shares

    0.6% of the 13F portfolio, value $36,177,892.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth 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 263,197 shares
    Change vs previous 13F +38,787 shares

    0.58% of the 13F portfolio, value $29,322,779.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth 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 224,410 shares
    Change vs previous 13F +24,871 shares

    0.57% of the 13F portfolio, value $23,127,688.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth 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 199,539 shares
    Change vs previous 13F +26,455 shares

    0.59% of the 13F portfolio, value $19,510,940.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth 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 173,084 shares
    Change vs previous 13F -30,438 shares

    0.58% of the 13F portfolio, value $15,195,031.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth 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 203,522 shares
    Change vs previous 13F +9,336 shares

    1% of the 13F portfolio, value $18,388,176.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth 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 194,186 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $15,680,536.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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