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Bragg Financial Advisors, Inc: WMT position timeline

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

Bragg Financial Advisors, Inc held 212,224 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,224 shares
    Change vs previous 13F -6,681 shares

    0.64% of the 13F portfolio, value $24,036,547.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    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 218,905 shares
    Change vs previous 13F -4,282 shares

    0.86% of the 13F portfolio, value $27,205,574.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    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 223,187 shares
    Change vs previous 13F -9,277 shares

    0.81% of the 13F portfolio, value $24,865,308.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    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 232,464 shares
    Change vs previous 13F -7,143 shares

    0.79% of the 13F portfolio, value $23,957,781.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    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 239,607 shares
    Change vs previous 13F -5,835 shares

    0.84% of the 13F portfolio, value $23,428,731.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    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 245,442 shares
    Change vs previous 13F -7,471 shares

    0.89% of the 13F portfolio, value $21,547,368.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    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 252,913 shares
    Change vs previous 13F -12,030 shares

    0.93% of the 13F portfolio, value $22,850,700.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    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 264,943 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $21,394,156.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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