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Guardian Capital, LLC: WMT position timeline

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

Guardian Capital, LLC held 10,802 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 10,802 shares
    Change vs previous 13F -2,367 shares

    1% of the 13F portfolio, value $1,223,396.

    13F-HR 0002083963-26-000007 filed by Guardian Capital, 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 13,169 shares
    Change vs previous 13F -3,350 shares

    1.57% of the 13F portfolio, value $1,636,649.

    13F-HR 0002083963-26-000005 filed by Guardian Capital, 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 16,519 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,840,347.

    13F-HR 0002083963-26-000003 filed by Guardian Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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