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Compass Ion Advisors, LLC: WMT position timeline

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

Compass Ion Advisors, LLC held 8,951 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,951 shares
    Change vs previous 13F +98 shares

    0.09% of the 13F portfolio, value $1,013,812.

    13F-HR 0001621100-26-000004 filed by Compass Ion 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 8,853 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $1,100,227.

    13F-HR 0001621100-26-000002 filed by Compass Ion 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 8,754 shares
    Change vs previous 13F +535 shares

    0.09% of the 13F portfolio, value $975,244.

    13F-HR 0001621100-26-000001 filed by Compass Ion 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 8,219 shares
    Change vs previous 13F +243 shares

    0.08% of the 13F portfolio, value $847,024.

    13F-HR 0001621100-25-000003 filed by Compass Ion 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 7,976 shares
    Change vs previous 13F +166 shares

    0.08% of the 13F portfolio, value $779,887.

    13F-HR 0001085146-25-003765 filed by Compass Ion 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 7,810 shares
    Change vs previous 13F -126 shares

    0.08% of the 13F portfolio, value $685,624.

    13F-HR 0001085146-25-002213 filed by Compass Ion 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 7,936 shares
    Change vs previous 13F +723 shares

    0.09% of the 13F portfolio, value $717,055.

    13F-HR 0001085146-25-000968 filed by Compass Ion 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 7,213 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $582,483.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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