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Financial & Tax Architects, LLC: WMT position timeline

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

Financial & Tax Architects, LLC held 70,512 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,512 shares
    Change vs previous 13F -1,356 shares

    1.68% of the 13F portfolio, value $7,986,202.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 71,868 shares
    Change vs previous 13F -7,182 shares

    1.99% of the 13F portfolio, value $8,931,757.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 79,050 shares
    Change vs previous 13F -6,080 shares

    1.98% of the 13F portfolio, value $8,807,010.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 85,130 shares
    Change vs previous 13F +4,094 shares

    1.94% of the 13F portfolio, value $8,773,490.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 81,036 shares
    Change vs previous 13F +726 shares

    1.92% of the 13F portfolio, value $7,923,663.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 80,310 shares
    Change vs previous 13F -3,749 shares

    1.77% of the 13F portfolio, value $7,050,453.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 84,059 shares
    Change vs previous 13F -10,440 shares

    1.93% of the 13F portfolio, value $7,594,758.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 94,499 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $7,630,757.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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