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Disclosery

Finivi Inc.: WMT position timeline

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

Finivi Inc. held 48,945 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,945 shares
    Change vs previous 13F -3,100 shares

    2.84% of the 13F portfolio, value $5,543,523.

    13F-HR 0002085853-26-000668 filed by Finivi 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 52,045 shares
    Change vs previous 13F +3,257 shares

    3.53% of the 13F portfolio, value $6,468,111.

    13F-HR 0002085853-26-000338 filed by Finivi 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 48,788 shares
    Change vs previous 13F -2,182 shares

    3.14% of the 13F portfolio, value $5,435,526.

    13F-HR 0002085853-26-000104 filed by Finivi 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 50,970 shares
    Change vs previous 13F +281 shares

    3.35% of the 13F portfolio, value $5,252,967.

    13F-HR 0002085853-25-000310 filed by Finivi 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 50,689 shares
    Change vs previous 13F +685 shares

    3.36% of the 13F portfolio, value $4,956,347.

    13F-HR 0002085853-25-000309 filed by Finivi 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 50,004 shares
    Change vs previous 13F -468 shares

    3.53% of the 13F portfolio, value $4,389,880.

    13F-HR 0002085853-25-000308 filed by Finivi 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 50,472 shares
    Change vs previous 13F -11,559 shares

    3.64% of the 13F portfolio, value $4,560,182.

    13F-HR 0002085853-25-000307 filed by Finivi 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 62,031 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $5,008,997.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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