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Disclosery

HBK Sorce Advisory LLC: WMT position timeline

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

HBK Sorce Advisory LLC held 71,476 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,476 shares
    Change vs previous 13F +250 shares

    0.16% of the 13F portfolio, value $8,029,590.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 71,226 shares
    Change vs previous 13F -396 shares

    0.19% of the 13F portfolio, value $9,290,072.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 ended2025-12-31
    13F 71,622 shares
    Change vs previous 13F +2,021 shares

    0.22% of the 13F portfolio, value $9,395,351.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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 ended2025-09-30
    13F/A 69,601 shares
    Change vs previous 13F +1,699 shares

    0.19% of the 13F portfolio, value $7,588,633.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 ended2025-06-30
    13F 67,902 shares
    Change vs previous 13F +1,696 shares

    0.18% of the 13F portfolio, value $6,639,429.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 ended2025-03-31
    13F 66,206 shares
    Change vs previous 13F +1,741 shares

    0.17% of the 13F portfolio, value $5,812,297.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 ended2024-12-31
    13F 64,465 shares
    Change vs previous 13F -498 shares

    0.18% of the 13F portfolio, value $5,824,465.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 ended2024-09-30
    13F 64,963 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,245,732.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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