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Disclosery

Cape Investment Advisory, Inc.: WMT position timeline

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

Cape Investment Advisory, Inc. held 8,122 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,122 shares
    Change vs previous 13F +3,217 shares

    0.22% of the 13F portfolio, value $844,048.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,905 shares
    Change vs previous 13F +176 shares

    0.15% of the 13F portfolio, value $555,507.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,729 shares
    Change vs previous 13F +2,870 shares

    0.2% of the 13F portfolio, value $587,727.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,859 shares
    Change vs previous 13F +783 shares

    0.06% of the 13F portfolio, value $207,069.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,076 shares
    Change vs previous 13F -336 shares

    0.11% of the 13F portfolio, value $110,893.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,412 shares
    Change vs previous 13F -542 shares

    0.05% of the 13F portfolio, value $138,077.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,954 shares
    Change vs previous 13F +500 shares

    0.07% of the 13F portfolio, value $171,531.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,454 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $131,340.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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