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Forvis Mazars Wealth Advisors, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on WMT, newest first. How the timeline and the estimate are built.

Forvis Mazars Wealth Advisors, LLC held 97,872 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,872 shares
    Change vs previous 13F +2,741 shares

    0.17% of the 13F portfolio, value $10,170,819.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 95,131 shares
    Change vs previous 13F +345 shares

    0.18% of the 13F portfolio, value $10,774,589.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 94,786 shares
    Change vs previous 13F +2,924 shares

    0.22% of the 13F portfolio, value $11,780,027.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 91,862 shares
    Change vs previous 13F -554 shares

    0.19% of the 13F portfolio, value $10,234,350.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,416 shares
    Change vs previous 13F -1,213 shares

    0.19% of the 13F portfolio, value $9,524,387.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 93,629 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $9,154,997.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 93,626 shares
    Change vs previous 13F -114,107 shares

    0.2% of the 13F portfolio, value $8,219,394.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 207,733 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $18,768,699.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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