Skip to content

First Allied Advisory Services, Inc.: WMT position timeline

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

First Allied Advisory Services, Inc. held 92,104 WMT shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 92,104 shares
    Change vs previous 13F -5,588 shares

    0.43% of the 13F portfolio, value $12,886,000.

    13F-HR 0001085146-20-002918 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 97,692 shares
    Change vs previous 13F +15,886 shares

    0.43% of the 13F portfolio, value $11,702,000.

    13F-HR 0001085146-20-002189 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 81,806 shares
    Change vs previous 13F +3,024 shares

    0.4% of the 13F portfolio, value $9,295,000.

    13F-HR 0001085146-20-001362 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 78,782 shares
    Change vs previous 13F -812 shares

    0.32% of the 13F portfolio, value $9,358,000.

    13F-HR 0001085146-20-000484 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 79,594 shares
    Change vs previous 13F -12,318 shares

    0.34% of the 13F portfolio, value $9,447,000.

    13F-HR 0001085146-19-002756 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 91,912 shares
    Change vs previous 13F +988 shares

    0.35% of the 13F portfolio, value $10,155,000.

    13F-HR 0001085146-19-002184 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 90,924 shares
    Change vs previous 13F +2,538 shares

    0.3% of the 13F portfolio, value $8,869,000.

    13F-HR 0001085146-19-001353 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 88,386 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,230,000.

    13F-HR 0001085146-19-000975 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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