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FINANCIAL ADVISORY PARTNERS, LLC: WMT position timeline

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

FINANCIAL ADVISORY PARTNERS, LLC held 50,642 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,642 shares
    Change vs previous 13F -808 shares

    1.5% of the 13F portfolio, value $5,735,712.

    13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, 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 51,450 shares
    Change vs previous 13F -1,674 shares

    1.81% of the 13F portfolio, value $6,394,206.

    13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 53,124 shares
    Change vs previous 13F -1,359 shares

    1.67% of the 13F portfolio, value $5,918,545.

    13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, 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 54,483 shares
    Change vs previous 13F -408 shares

    1.64% of the 13F portfolio, value $5,615,018.

    13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 54,891 shares
    Change vs previous 13F -2,440 shares

    1.69% of the 13F portfolio, value $5,367,242.

    13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, 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 57,331 shares
    Change vs previous 13F -2,456 shares

    1.68% of the 13F portfolio, value $5,033,088.

    13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, 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 59,787 shares
    Change vs previous 13F -1,840 shares

    1.79% of the 13F portfolio, value $5,401,755.

    13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, 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 61,627 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $4,976,380.

    13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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