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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: WMT position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 58,402 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,402 shares
    Change vs previous 13F +2,566 shares

    0.41% of the 13F portfolio, value $6,069,110.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,836 shares
    Change vs previous 13F +306 shares

    0.44% of the 13F portfolio, value $6,323,990.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT 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 ended2026-03-31
    13F 55,530 shares
    Change vs previous 13F -2,600 shares

    0.54% of the 13F portfolio, value $6,901,258.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT 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 ended2025-12-31
    13F 58,130 shares
    Change vs previous 13F +6,694 shares

    0.49% of the 13F portfolio, value $6,476,241.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT 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 ended2025-09-30
    13F 51,436 shares
    Change vs previous 13F -1,118 shares

    0.44% of the 13F portfolio, value $5,300,974.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT 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 ended2025-06-30
    13F 52,554 shares
    Change vs previous 13F +564 shares

    0.46% of the 13F portfolio, value $5,138,683.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT 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 ended2025-03-31
    13F 51,990 shares
    Change vs previous 13F +144 shares

    0.44% of the 13F portfolio, value $4,564,183.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT 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 ended2024-12-31
    13F 51,846 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,684,263.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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