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BRIGHT FINANCIAL ADVISORS, INC.: WMT position timeline

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

BRIGHT FINANCIAL ADVISORS, INC. held 5,268 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,268 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $596,654.

    13F-HR 0001172661-26-003277 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $654,707.

    13F-HR 0001172661-26-001920 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $586,908.

    13F-HR 0001172661-26-000274 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $542,920.

    13F-HR 0001172661-25-004669 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $515,105.

    13F-HR 0001172661-25-002611 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $462,478.

    13F-HR 0001172661-25-001723 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $475,964.

    13F-HR 0001172661-25-000377 filed by BRIGHT 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 5,268 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $425,391.

    13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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