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Disclosery

HCR Wealth Advisors: WMT position timeline

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

HCR Wealth Advisors held 35,069 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,069 shares
    Change vs previous 13F -99 shares

    0.36% of the 13F portfolio, value $3,971,914.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 35,168 shares
    Change vs previous 13F -66 shares

    0.45% of the 13F portfolio, value $4,370,679.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 35,234 shares
    Change vs previous 13F +499 shares

    0.39% of the 13F portfolio, value $3,925,419.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 34,735 shares
    Change vs previous 13F +80 shares

    0.37% of the 13F portfolio, value $3,532,549.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 34,655 shares
    Change vs previous 13F -12 shares

    0.4% of the 13F portfolio, value $3,388,565.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 34,667 shares
    Change vs previous 13F -130 shares

    0.4% of the 13F portfolio, value $3,043,415.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 34,797 shares
    Change vs previous 13F -160 shares

    0.39% of the 13F portfolio, value $3,143,908.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 34,957 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,822,777.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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