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Disclosery

DOLIVER ADVISORS, LP: WMT position timeline

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

DOLIVER ADVISORS, LP held 8,098 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,098 shares
    Change vs previous 13F -134 shares

    0.18% of the 13F portfolio, value $841,544.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,232 shares
    Change vs previous 13F -151 shares

    0.21% of the 13F portfolio, value $932,356.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,383 shares
    Change vs previous 13F -3,511 shares

    0.24% of the 13F portfolio, value $1,041,839.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,894 shares
    Change vs previous 13F -13,280 shares

    0.33% of the 13F portfolio, value $1,325,111.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,174 shares
    Change vs previous 13F +13 shares

    0.67% of the 13F portfolio, value $2,594,432.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,161 shares
    Change vs previous 13F -403 shares

    0.67% of the 13F portfolio, value $2,460,243.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,564 shares
    Change vs previous 13F +822 shares

    0.63% of the 13F portfolio, value $2,244,264.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,742 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,235,440.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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