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Disclosery

Financial Symmetry Inc: WMT position timeline

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

Financial Symmetry Inc held 2,460 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,460 shares
    Change vs previous 13F -179 shares

    0.08% of the 13F portfolio, value $255,612.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,639 shares
    Change vs previous 13F +171 shares

    0.1% of the 13F portfolio, value $298,948.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 2,468 shares
    Change vs previous 13F +41 shares

    0.12% of the 13F portfolio, value $325,642.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,427 shares
    Change vs previous 13F -238 shares

    0.11% of the 13F portfolio, value $270,416.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,665 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $274,677.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,661 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $260,193.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 2,657 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $233,258.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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