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AVANTAX ADVISORY SERVICES, INC.: WMT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 715,450 WMT shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 715,450 shares
    Change vs previous 13F +7,659 shares

    0.38% of the 13F portfolio, value $69,956,648.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 707,791 shares
    Change vs previous 13F +19,872 shares

    0.38% of the 13F portfolio, value $62,128,173.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 687,919 shares
    Change vs previous 13F +48,088 shares

    0.39% of the 13F portfolio, value $62,144,424.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 639,831 shares
    Change vs previous 13F +27,494 shares

    0.34% of the 13F portfolio, value $51,658,245.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 612,337 shares
    Change vs previous 13F +136,057 shares

    0.3% of the 13F portfolio, value $41,461,329.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 476,280 shares
    Change vs previous 13F +337,845 shares

    0.25% of the 13F portfolio, value $28,657,743.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 138,435 shares
    Change vs previous 13F +2,550 shares

    0.22% of the 13F portfolio, value $21,824,309.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 135,885 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,732,032.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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