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Churchill Financial Advisors, LLC: WMT position timeline

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

Churchill Financial Advisors, LLC held 998,049 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 998,049 shares
    Change vs previous 13F -2,530 shares

    21.78% of the 13F portfolio, value $113,039,030.

    13F-HR 0002095935-26-000003 filed by Churchill Financial 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 1,000,579 shares
    Change vs previous 13F +372,438 shares

    26.13% of the 13F portfolio, value $124,351,958.

    13F-HR 0002095935-26-000002 filed by Churchill Financial 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 628,141 shares
    Change vs previous 13F not available

    21.38% of the 13F portfolio, value $69,981,189.

    13F-HR 0002095935-26-000001 filed by Churchill Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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