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Disclosery

DOVER ADVISORS, LLC: WMT position timeline

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

DOVER ADVISORS, LLC held 7,300 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,300 shares
    Change vs previous 13F +479 shares

    0.33% of the 13F portfolio, value $813,293.

    13F-HR 0001951757-26-001145 filed by DOVER 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 6,821 shares
    Change vs previous 13F -479 shares

    0.35% of the 13F portfolio, value $849,402.

    13F-HR 0001951757-26-000539 filed by DOVER 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 7,300 shares
    Change vs previous 13F +35 shares

    0.32% of the 13F portfolio, value $813,293.

    13F-HR 0001951757-26-000413 filed by DOVER 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 7,265 shares
    Change vs previous 13F -360 shares

    0.3% of the 13F portfolio, value $748,731.

    13F-HR 0001951757-25-001361 filed by DOVER 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 7,625 shares
    Change vs previous 13F +224 shares

    0.33% of the 13F portfolio, value $745,572.

    13F-HR 0001951757-25-000579 filed by DOVER 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 7,401 shares
    Change vs previous 13F +2,427 shares

    0.28% of the 13F portfolio, value $651,473.

    13F-HR 0001951757-25-000378 filed by DOVER 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 4,974 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $449,401.

    13F-HR 0001951757-25-000178 filed by DOVER 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 4,974 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $401,650.

    13F-HR 0001951757-24-001031 filed by DOVER ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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