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Disclosery

Financial Perspectives, Inc: WMT position timeline

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

Financial Perspectives, Inc held 4,618 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,618 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $522,995.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 4,618 shares
    Change vs previous 13F +450 shares

    0.16% of the 13F portfolio, value $573,878.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 4,168 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $464,313.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 4,168 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $429,514.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 4,168 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $407,507.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 4,167 shares
    Change vs previous 13F -366 shares

    0.13% of the 13F portfolio, value $365,855.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 4,533 shares
    Change vs previous 13F +63 shares

    0.14% of the 13F portfolio, value $409,577.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 4,470 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $360,971.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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