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Capital Planning Advisors, LLC: WMT position timeline

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

Capital Planning Advisors, LLC held 59,664 WMT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 59,664 shares
    Change vs previous 13F -1,513 shares

    1.07% of the 13F portfolio, value $7,415,042.

    13F-HR 0001172661-26-001916 filed by Capital Planning 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 ended2025-12-31
    13F 61,177 shares
    Change vs previous 13F -3,003 shares

    0.91% of the 13F portfolio, value $6,815,730.

    13F-HR 0001172661-26-000976 filed by Capital Planning 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 ended2025-09-30
    13F 64,180 shares
    Change vs previous 13F -3,445 shares

    0.91% of the 13F portfolio, value $6,614,391.

    13F-HR 0001172661-25-004624 filed by Capital Planning 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 ended2025-06-30
    13F 67,625 shares
    Change vs previous 13F +943 shares

    0.97% of the 13F portfolio, value $6,612,373.

    13F-HR 0001172661-25-003407 filed by Capital Planning 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 ended2025-03-31
    13F 66,682 shares
    Change vs previous 13F -3,021 shares

    0.9% of the 13F portfolio, value $5,854,013.

    13F-HR 0001172661-25-001696 filed by Capital Planning 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 ended2024-12-31
    13F 69,703 shares
    Change vs previous 13F +4,768 shares

    0.97% of the 13F portfolio, value $6,297,666.

    13F-HR 0001172661-25-000259 filed by Capital Planning 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 ended2024-09-30
    13F 64,935 shares
    Change vs previous 13F +4,853 shares

    0.79% of the 13F portfolio, value $5,243,528.

    13F-HR 0001172661-24-004558 filed by Capital Planning 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 ended2024-06-30
    13F 60,082 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,068,175.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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