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Disclosery

JOYN Advisors, Inc.: WMT position timeline

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

JOYN Advisors, Inc. held 4,564 WMT shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 4,564 shares
    Change vs previous 13F +367 shares

    0.17% of the 13F portfolio, value $519,000.

    13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-12-31
    13F 4,197 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $499,000.

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-09-30
    13F 4,212 shares
    Change vs previous 13F +299 shares

    0.11% of the 13F portfolio, value $500,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-06-30
    13F 3,913 shares
    Change vs previous 13F +327 shares

    0.09% of the 13F portfolio, value $414,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-03-31
    13F 3,586 shares
    Change vs previous 13F +301 shares

    0.08% of the 13F portfolio, value $350,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-12-31
    13F 3,285 shares
    Change vs previous 13F -98 shares

    0.07% of the 13F portfolio, value $306,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-09-30
    13F 3,383 shares
    Change vs previous 13F +51 shares

    0.06% of the 13F portfolio, value $318,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-06-30
    13F 3,332 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $285,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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