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Disclosery

Financial Advisory Group: WMT position timeline

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

Financial Advisory Group held 18,068 WMT shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 18,068 shares
    Change vs previous 13F +12,047 shares

    0.19% of the 13F portfolio, value $1,087,164.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 6,021 shares
    Change vs previous 13F -500 shares

    0.18% of the 13F portfolio, value $949,168.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 6,521 shares
    Change vs previous 13F -274 shares

    0.21% of the 13F portfolio, value $1,042,861.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 6,795 shares
    Change vs previous 13F -45 shares

    0.21% of the 13F portfolio, value $1,068,039.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 6,840 shares
    Change vs previous 13F +461 shares

    0.2% of the 13F portfolio, value $1,008,537.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 6,379 shares
    Change vs previous 13F -571 shares

    0.19% of the 13F portfolio, value $904,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 6,950 shares
    Change vs previous 13F +71 shares

    0.2% of the 13F portfolio, value $901,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 6,879 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $836,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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