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Disclosery

Gladstone Institutional Advisory LLC: WMT position timeline

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

Gladstone Institutional Advisory LLC held 100,317 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,317 shares
    Change vs previous 13F +12,098 shares

    0.36% of the 13F portfolio, value $11,361,859.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
    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 88,219 shares
    Change vs previous 13F -5,380 shares

    0.41% of the 13F portfolio, value $10,963,937.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 93,599 shares
    Change vs previous 13F -13,785 shares

    0.39% of the 13F portfolio, value $10,427,879.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 107,384 shares
    Change vs previous 13F +14,123 shares

    0.43% of the 13F portfolio, value $11,066,966.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 93,261 shares
    Change vs previous 13F +11,532 shares

    0.38% of the 13F portfolio, value $9,119,035.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 81,729 shares
    Change vs previous 13F -10,120 shares

    0.33% of the 13F portfolio, value $7,174,977.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 91,849 shares
    Change vs previous 13F +6,857 shares

    0.38% of the 13F portfolio, value $8,298,546.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,992 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $6,863,092.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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