Skip to content
Disclosery

AVISO WEALTH MANAGEMENT: WMT position timeline

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

AVISO WEALTH MANAGEMENT held 7,162 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,162 shares
    Change vs previous 13F -256 shares

    0.28% of the 13F portfolio, value $811,252.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 7,418 shares
    Change vs previous 13F -226 shares

    0.42% of the 13F portfolio, value $922,001.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 7,644 shares
    Change vs previous 13F -1,121 shares

    0.36% of the 13F portfolio, value $851,701.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 8,765 shares
    Change vs previous 13F +2,895 shares

    0.39% of the 13F portfolio, value $903,294.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 5,870 shares
    Change vs previous 13F +429 shares

    0.27% of the 13F portfolio, value $573,943.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 5,441 shares
    Change vs previous 13F +45 shares

    0.25% of the 13F portfolio, value $477,643.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 5,396 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $487,505.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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