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Disclosery

Fortitude Advisory Group L.L.C.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on WMT, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 10,732 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,732 shares
    Change vs previous 13F +294 shares

    0.46% of the 13F portfolio, value $1,215,489.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    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 10,438 shares
    Change vs previous 13F -2,927 shares

    0.58% of the 13F portfolio, value $1,297,294.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    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 13,365 shares
    Change vs previous 13F -813 shares

    0.63% of the 13F portfolio, value $1,489,034.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    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 14,178 shares
    Change vs previous 13F +117 shares

    0.79% of the 13F portfolio, value $1,461,221.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    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 14,061 shares
    Change vs previous 13F +547 shares

    0.79% of the 13F portfolio, value $1,374,932.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    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 13,514 shares
    Change vs previous 13F -15,739 shares

    0.89% of the 13F portfolio, value $1,232,367.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    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 29,253 shares
    Change vs previous 13F +144 shares

    1.59% of the 13F portfolio, value $2,642,996.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    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 29,109 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,350,540.

    13F-HR 0001928999-24-000006 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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