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Detalus Advisors, LLC: WMT position timeline

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

Detalus Advisors, LLC held 29,225 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,225 shares
    Change vs previous 13F -748 shares

    0.65% of the 13F portfolio, value $3,310,008.

    13F-HR 0001799677-26-000005 filed by Detalus 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 29,973 shares
    Change vs previous 13F -19 shares

    0.85% of the 13F portfolio, value $3,725,027.

    13F-HR 0001799677-26-000003 filed by Detalus 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 29,992 shares
    Change vs previous 13F -144 shares

    0.81% of the 13F portfolio, value $3,341,377.

    13F-HR 0001799677-26-000001 filed by Detalus 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 30,136 shares
    Change vs previous 13F -90 shares

    0.8% of the 13F portfolio, value $3,105,790.

    13F-HR 0001799677-25-000007 filed by Detalus 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 30,226 shares
    Change vs previous 13F -121 shares

    0.86% of the 13F portfolio, value $2,955,524.

    13F-HR 0001799677-25-000004 filed by Detalus 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 30,347 shares
    Change vs previous 13F +29 shares

    0.84% of the 13F portfolio, value $2,664,163.

    13F-HR 0001799677-25-000003 filed by Detalus 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 30,318 shares
    Change vs previous 13F -204 shares

    0.9% of the 13F portfolio, value $2,739,203.

    13F-HR 0001799677-25-000001 filed by Detalus 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 30,522 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,464,626.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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