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Disclosery

BFSG, LLC: WMT position timeline

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

BFSG, LLC held 50,665 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,665 shares
    Change vs previous 13F +25 shares

    0.51% of the 13F portfolio, value $5,738,318.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 50,640 shares
    Change vs previous 13F -2,106 shares

    0.6% of the 13F portfolio, value $6,293,589.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 52,746 shares
    Change vs previous 13F -2,891 shares

    0.57% of the 13F portfolio, value $5,876,377.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 55,637 shares
    Change vs previous 13F -1,790 shares

    0.56% of the 13F portfolio, value $5,733,924.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 57,427 shares
    Change vs previous 13F -1,423 shares

    0.63% of the 13F portfolio, value $5,615,188.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 58,850 shares
    Change vs previous 13F -2,839 shares

    0.63% of the 13F portfolio, value $5,166,420.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 61,689 shares
    Change vs previous 13F -813 shares

    0.65% of the 13F portfolio, value $5,573,579.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 62,502 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,047,017.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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