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Fragasso Financial Advisors Inc: WMT position timeline

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

Fragasso Financial Advisors Inc held 39,830 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 39,830 shares
    Change vs previous 13F +2,503 shares

    0.22% of the 13F portfolio, value $4,435,056.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,327 shares
    Change vs previous 13F +919 shares

    0.23% of the 13F portfolio, value $4,227,665.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    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 36,408 shares
    Change vs previous 13F +8,621 shares

    0.28% of the 13F portfolio, value $4,616,145.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 27,787 shares
    Change vs previous 13F +442 shares

    0.19% of the 13F portfolio, value $3,095,741.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,345 shares
    Change vs previous 13F +603 shares

    0.17% of the 13F portfolio, value $2,791,096.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,742 shares
    Change vs previous 13F +203 shares

    0.18% of the 13F portfolio, value $2,614,791.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    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 26,539 shares
    Change vs previous 13F -95 shares

    0.17% of the 13F portfolio, value $2,329,845.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,634 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,406,348.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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