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Clearstead Advisors, LLC: WMT position timeline

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

Clearstead Advisors, LLC held 382,536 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,536 shares
    Change vs previous 13F -69,717 shares

    0.41% of the 13F portfolio, value $43,325,993.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 452,253 shares
    Change vs previous 13F +36,161 shares

    0.51% of the 13F portfolio, value $56,206,143.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 416,092 shares
    Change vs previous 13F +7,193 shares

    0.59% of the 13F portfolio, value $46,356,887.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 408,899 shares
    Change vs previous 13F +196 shares

    0.61% of the 13F portfolio, value $42,141,157.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 408,703 shares
    Change vs previous 13F +20,284 shares

    0.56% of the 13F portfolio, value $39,962,987.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 388,419 shares
    Change vs previous 13F +3,956 shares

    0.53% of the 13F portfolio, value $34,099,335.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 384,463 shares
    Change vs previous 13F -5,371 shares

    0.53% of the 13F portfolio, value $34,736,306.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 389,834 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $31,479,070.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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