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DSG Capital Advisors, LLC: WMT position timeline

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

DSG Capital Advisors, LLC held 76,013 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,013 shares
    Change vs previous 13F +5,870 shares

    1.23% of the 13F portfolio, value $8,642,678.

    13F-HR 0001951757-26-001102 filed by DSG Capital 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 70,143 shares
    Change vs previous 13F +1,602 shares

    1.39% of the 13F portfolio, value $8,717,372.

    13F-HR 0001951757-26-000735 filed by DSG Capital 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 68,541 shares
    Change vs previous 13F +3,987 shares

    1.24% of the 13F portfolio, value $8,170,087.

    13F-HR 0001951757-26-000318 filed by DSG Capital 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 64,554 shares
    Change vs previous 13F +3,487 shares

    1.06% of the 13F portfolio, value $6,652,935.

    13F-HR 0001951757-25-001258 filed by DSG Capital 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 61,067 shares
    Change vs previous 13F +632 shares

    1.06% of the 13F portfolio, value $5,971,131.

    13F-HR 0001951757-25-000841 filed by DSG Capital 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 60,435 shares
    Change vs previous 13F -13,494 shares

    1.07% of the 13F portfolio, value $5,305,589.

    13F-HR 0001951757-25-000457 filed by DSG Capital 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 73,929 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $6,679,485.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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