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FRG Family Wealth Advisors LLC: WMT position timeline

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

FRG Family Wealth Advisors LLC held 129,427 WMT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 129,427 shares
    Change vs previous 13F -2,446 shares

    2.64% of the 13F portfolio, value $16,085,188.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 131,873 shares
    Change vs previous 13F +14 shares

    2.28% of the 13F portfolio, value $14,691,971.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 131,859 shares
    Change vs previous 13F -5,775 shares

    2.19% of the 13F portfolio, value $13,589,389.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 137,634 shares
    Change vs previous 13F -660 shares

    2.34% of the 13F portfolio, value $13,457,853.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 138,294 shares
    Change vs previous 13F -455 shares

    2.35% of the 13F portfolio, value $12,140,830.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 138,749 shares
    Change vs previous 13F -2,020 shares

    2.28% of the 13F portfolio, value $12,535,972.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 140,769 shares
    Change vs previous 13F -557 shares

    2.03% of the 13F portfolio, value $11,367,097.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 141,326 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $9,573,423.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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