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Certified Advisory Corp: WMT position timeline

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

Certified Advisory Corp held 22,883 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,883 shares
    Change vs previous 13F -889 shares

    0.21% of the 13F portfolio, value $2,591,763.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 23,772 shares
    Change vs previous 13F +130 shares

    0.26% of the 13F portfolio, value $2,954,365.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 23,642 shares
    Change vs previous 13F -617 shares

    0.24% of the 13F portfolio, value $2,633,997.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 24,259 shares
    Change vs previous 13F +266 shares

    0.24% of the 13F portfolio, value $2,500,156.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 23,993 shares
    Change vs previous 13F +654 shares

    0.24% of the 13F portfolio, value $2,346,065.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 23,339 shares
    Change vs previous 13F -745 shares

    0.23% of the 13F portfolio, value $2,048,948.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 24,084 shares
    Change vs previous 13F +209 shares

    0.24% of the 13F portfolio, value $2,175,956.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 23,875 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,927,877.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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