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CBIZ Investment Advisory Services, LLC: WMT position timeline

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

CBIZ Investment Advisory Services, LLC held 3,526 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,526 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $438,843.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, 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 3,526 shares
    Change vs previous 13F -1,218 shares

    0.02% of the 13F portfolio, value $438,843.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, 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 4,744 shares
    Change vs previous 13F +1,193 shares

    0.02% of the 13F portfolio, value $528,499.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, 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 3,551 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $365,939.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, 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 3,635 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $355,404.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, 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/A 3,209 shares
    Change vs previous 13F +275 shares

    0.01% of the 13F portfolio, value $282,452.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, 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 2,934 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $265,782.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, 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 3,442 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,000.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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