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Emergent Wealth Advisors, LLC: WMT position timeline

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

Emergent Wealth Advisors, LLC held 9,828 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,828 shares
    Change vs previous 13F +2,666 shares

    0.53% of the 13F portfolio, value $1,021,377.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,162 shares
    Change vs previous 13F +980 shares

    0.48% of the 13F portfolio, value $923,469.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 6,182 shares
    Change vs previous 13F -649 shares

    0.45% of the 13F portfolio, value $768,266.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 6,831 shares
    Change vs previous 13F -183 shares

    0.43% of the 13F portfolio, value $761,066.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 7,014 shares
    Change vs previous 13F +20 shares

    0.42% of the 13F portfolio, value $722,886.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 6,994 shares
    Change vs previous 13F -89 shares

    0.44% of the 13F portfolio, value $683,901.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 7,083 shares
    Change vs previous 13F -966 shares

    0.45% of the 13F portfolio, value $621,797.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 8,049 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $727,236.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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