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Disclosery

CGN Advisors LLC: WMT position timeline

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

CGN Advisors LLC held 51,400 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,400 shares
    Change vs previous 13F -1,167 shares

    0.42% of the 13F portfolio, value $5,821,536.

    13F-HR 0001841506-26-000004 filed by CGN 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 ended2026-03-31
    13F 52,567 shares
    Change vs previous 13F +2,955 shares

    0.52% of the 13F portfolio, value $6,532,984.

    13F-HR 0001841506-26-000003 filed by CGN 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 ended2025-12-31
    13F 49,612 shares
    Change vs previous 13F -690 shares

    0.44% of the 13F portfolio, value $5,527,303.

    13F-HR 0001841506-26-000001 filed by CGN 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 ended2025-09-30
    13F 50,302 shares
    Change vs previous 13F +1,970 shares

    0.43% of the 13F portfolio, value $5,184,152.

    13F-HR 0001841506-25-000008 filed by CGN 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 ended2025-06-30
    13F 48,332 shares
    Change vs previous 13F +293 shares

    0.42% of the 13F portfolio, value $4,725,941.

    13F-HR 0001841506-25-000005 filed by CGN 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 ended2025-03-31
    13F 48,039 shares
    Change vs previous 13F -5,102 shares

    0.41% of the 13F portfolio, value $4,217,345.

    13F-HR 0001841506-25-000002 filed by CGN 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 ended2024-12-31
    13F 53,141 shares
    Change vs previous 13F -7,338 shares

    0.47% of the 13F portfolio, value $4,801,316.

    13F-HR 0001841506-25-000001 filed by CGN 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 ended2024-09-30
    13F 60,479 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,883,703.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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