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Disclosery

Brown Financial Advisors: WMT position timeline

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

Brown Financial Advisors held 17,383 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,383 shares
    Change vs previous 13F -548 shares

    0.69% of the 13F portfolio, value $1,968,810.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 17,931 shares
    Change vs previous 13F -3,174 shares

    0.84% of the 13F portfolio, value $2,228,477.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 21,105 shares
    Change vs previous 13F -2,125 shares

    0.86% of the 13F portfolio, value $2,351,319.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 23,230 shares
    Change vs previous 13F +250 shares

    0.88% of the 13F portfolio, value $2,394,094.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 22,980 shares
    Change vs previous 13F -1,584 shares

    0.88% of the 13F portfolio, value $2,246,994.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 24,564 shares
    Change vs previous 13F +3,255 shares

    0.89% of the 13F portfolio, value $2,156,482.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 21,309 shares
    Change vs previous 13F -3,211 shares

    0.77% of the 13F portfolio, value $1,925,277.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 24,520 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,979,998.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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