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Disclosery

GOLDEN ROAD ADVISORS LLC: WMT position timeline

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

GOLDEN ROAD ADVISORS LLC held 5,610 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,610 shares
    Change vs previous 13F +41 shares

    0.31% of the 13F portfolio, value $635,396.

    13F-HR 0001951757-26-001153 filed by GOLDEN ROAD 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 ended2026-03-31
    13F 5,569 shares
    Change vs previous 13F +2,966 shares

    0.4% of the 13F portfolio, value $692,135.

    13F-HR 0001951757-26-000755 filed by GOLDEN ROAD 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 ended2025-12-31
    13F 2,603 shares
    Change vs previous 13F +132 shares

    0.17% of the 13F portfolio, value $290,000.

    13F-HR 0001951757-26-000333 filed by GOLDEN ROAD 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 ended2025-09-30
    13F 2,471 shares
    Change vs previous 13F -2,379 shares

    0.15% of the 13F portfolio, value $254,661.

    13F-HR 0001951757-25-001325 filed by GOLDEN ROAD 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 ended2025-06-30
    13F 4,850 shares
    Change vs previous 13F +4,850 shares

    0.32% of the 13F portfolio, value $474,244.

    13F-HR 0001951757-25-001016 filed by GOLDEN ROAD 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 0 shares
    Change vs previous 13F -4,495 shares

    13F-HR 0001951757-25-000143 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 4,495 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $362,981.

    13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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