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Disclosery

Avior Wealth Management, LLC: WMT position timeline

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

Avior Wealth Management, LLC held 34,079 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,079 shares
    Change vs previous 13F -7,234 shares

    0.1% of the 13F portfolio, value $3,859,735.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    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 41,313 shares
    Change vs previous 13F +4,581 shares

    0.15% of the 13F portfolio, value $5,134,406.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    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 36,732 shares
    Change vs previous 13F +2,433 shares

    0.13% of the 13F portfolio, value $4,092,290.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    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 34,299 shares
    Change vs previous 13F +220 shares

    0.11% of the 13F portfolio, value $3,534,834.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    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 34,079 shares
    Change vs previous 13F -4,227 shares

    0.12% of the 13F portfolio, value $3,332,255.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    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 38,306 shares
    Change vs previous 13F +330 shares

    0.13% of the 13F portfolio, value $3,362,871.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    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 37,976 shares
    Change vs previous 13F +413 shares

    0.13% of the 13F portfolio, value $3,431,155.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    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 37,563 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,033,255.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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