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Disclosery

CRUX WEALTH ADVISORS: WMT position timeline

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

CRUX WEALTH ADVISORS held 5,714 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,714 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $647,167.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 5,719 shares
    Change vs previous 13F -58 shares

    0.27% of the 13F portfolio, value $710,714.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 5,777 shares
    Change vs previous 13F -566 shares

    0.24% of the 13F portfolio, value $643,573.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 6,343 shares
    Change vs previous 13F +192 shares

    0.26% of the 13F portfolio, value $653,672.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 6,151 shares
    Change vs previous 13F -6,526 shares

    0.26% of the 13F portfolio, value $601,445.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 12,677 shares
    Change vs previous 13F -4,612 shares

    0.58% of the 13F portfolio, value $1,112,948.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 17,289 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,562,061.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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