Grunden Financial Advisory, Inc.: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grunden Financial Advisory, Inc. on WMT, newest first. How the timeline and the estimate are built.
Grunden Financial Advisory, Inc. held 2,266 WMT shares at 2025-12-31 per its 13F-HR filed 2026-01-27.
the latest 13F is the newest step
- period ended2025-12-3113F 2,266 sharesChange vs previous 13F -50 shares
0.1% of the 13F portfolio, value $252,455.
13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,316 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $238,687.
13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,316 sharesChange vs previous 13F -105 shares
0.1% of the 13F portfolio, value $226,458.
13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,421 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $212,540.
13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,421 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $218,737.
13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).