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Fi3 FINANCIAL ADVISORS, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on WMT, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 4,677 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,677 shares
    Change vs previous 13F -7,269 shares

    0.39% of the 13F portfolio, value $1,604,725.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL 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 11,946 shares
    Change vs previous 13F +484 shares

    0.43% of the 13F portfolio, value $1,487,600.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 11,462 shares
    Change vs previous 13F +2,227 shares

    0.39% of the 13F portfolio, value $1,279,304.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 9,235 shares
    Change vs previous 13F +1,447 shares

    0.32% of the 13F portfolio, value $951,801.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL 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 7,788 shares
    Change vs previous 13F +426 shares

    0.27% of the 13F portfolio, value $761,465.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL 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 7,362 shares
    Change vs previous 13F -242 shares

    0.26% of the 13F portfolio, value $646,271.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL 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 7,604 shares
    Change vs previous 13F +237 shares

    0.26% of the 13F portfolio, value $688,582.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL 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 7,367 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $594,870.

    13F-HR 0001765380-24-000445 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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