Formidable Asset Management, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Formidable Asset Management, LLC on WMT, newest first. How the timeline and the estimate are built.
Formidable Asset Management, LLC held 31,004 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 31,004 sharesChange vs previous 13F -144 shares
0.61% of the 13F portfolio, value $3,853,238.
13F-HR 0001592613-26-000003 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,148 sharesChange vs previous 13F -298 shares
0.54% of the 13F portfolio, value $3,470,195.
13F-HR 0001592613-26-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,446 sharesChange vs previous 13F -490 shares
0.47% of the 13F portfolio, value $3,240,821.
13F-HR 0001592613-26-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,936 sharesChange vs previous 13F +262 shares
0.49% of the 13F portfolio, value $3,122,684.
13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,674 sharesChange vs previous 13F -202 shares
0.47% of the 13F portfolio, value $2,780,645.
13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,876 sharesChange vs previous 13F -399 shares
0.47% of the 13F portfolio, value $2,798,423.
13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,275 sharesChange vs previous 13F +14 shares
0.48% of the 13F portfolio, value $2,916,054.
13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,261 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $2,605,082.
13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).