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Disclosery

Fiduciary Alliance LLC: WMT position timeline

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

Fiduciary Alliance LLC held 82,646 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,646 shares
    Change vs previous 13F -18,661 shares

    0.65% of the 13F portfolio, value $8,588,596.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,307 shares
    Change vs previous 13F -7,023 shares

    0.78% of the 13F portfolio, value $11,474,058.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 108,330 shares
    Change vs previous 13F -2,901 shares

    0.82% of the 13F portfolio, value $13,515,261.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 111,231 shares
    Change vs previous 13F +6,810 shares

    0.81% of the 13F portfolio, value $12,392,219.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 104,421 shares
    Change vs previous 13F +11,426 shares

    0.72% of the 13F portfolio, value $10,761,581.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 92,995 shares
    Change vs previous 13F +33,544 shares

    0.68% of the 13F portfolio, value $9,093,034.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 59,451 shares
    Change vs previous 13F +2,737 shares

    0.51% of the 13F portfolio, value $5,219,223.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 56,714 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,124,080.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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