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Brendel Financial Advisors LLC: WMT position timeline

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

Brendel Financial Advisors LLC held 46,645 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,645 shares
    Change vs previous 13F -374 shares

    2.45% of the 13F portfolio, value $5,283,013.

    13F-HR 0001768065-26-000003 filed by Brendel Financial 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 47,019 shares
    Change vs previous 13F -3,542 shares

    2.89% of the 13F portfolio, value $5,843,522.

    13F-HR 0001768065-26-000002 filed by Brendel Financial 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 50,561 shares
    Change vs previous 13F +1,881 shares

    2.77% of the 13F portfolio, value $5,633,002.

    13F-HR 0001768065-26-000001 filed by Brendel Financial 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 48,680 shares
    Change vs previous 13F +662 shares

    2.58% of the 13F portfolio, value $5,016,962.

    13F-HR 0001768065-25-000006 filed by Brendel Financial 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 48,018 shares
    Change vs previous 13F +14 shares

    2.63% of the 13F portfolio, value $4,695,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial 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 48,004 shares
    Change vs previous 13F -8,612 shares

    2.56% of the 13F portfolio, value $4,214,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial 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 56,616 shares
    Change vs previous 13F -2,438 shares

    3.09% of the 13F portfolio, value $5,115,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial 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 59,054 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $4,769,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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