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Beacon Pointe Advisors, LLC: WMT position timeline

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

Beacon Pointe Advisors, LLC held 511,640 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 511,640 shares
    Change vs previous 13F +14,164 shares

    0.27% of the 13F portfolio, value $57,948,395.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 497,476 shares
    Change vs previous 13F +182,295 shares

    0.33% of the 13F portfolio, value $61,826,274.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 315,181 shares
    Change vs previous 13F -4,814 shares

    0.25% of the 13F portfolio, value $35,114,319.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 319,995 shares
    Change vs previous 13F -120,335 shares

    0.28% of the 13F portfolio, value $32,978,678.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 440,330 shares
    Change vs previous 13F -27,493 shares

    0.45% of the 13F portfolio, value $43,055,449.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 467,823 shares
    Change vs previous 13F +11,792 shares

    0.46% of the 13F portfolio, value $41,070,163.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 456,031 shares
    Change vs previous 13F -22,795 shares

    0.46% of the 13F portfolio, value $41,202,426.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 478,826 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $38,665,184.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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