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HERITAGE OAK WEALTH ADVISORS LLC: WMT position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 1,083,126 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,083,126 shares
    Change vs previous 13F +14,601 shares

    34.54% of the 13F portfolio, value $112,558,484.

    13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,068,525 shares
    Change vs previous 13F -17,744 shares

    35.83% of the 13F portfolio, value $121,021,148.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS 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 1,086,269 shares
    Change vs previous 13F +207,865 shares

    42.99% of the 13F portfolio, value $135,272,949.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS 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 878,404 shares
    Change vs previous 13F -41,272 shares

    36.25% of the 13F portfolio, value $98,072,806.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS 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 919,676 shares
    Change vs previous 13F -46,617 shares

    34.44% of the 13F portfolio, value $94,781,817.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS 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 966,293 shares
    Change vs previous 13F +23,479 shares

    36.49% of the 13F portfolio, value $94,484,167.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS 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 942,814 shares
    Change vs previous 13F +235,731 shares

    36.36% of the 13F portfolio, value $82,769,618.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS 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 707,083 shares
    Change vs previous 13F not available

    30.01% of the 13F portfolio, value $63,884,925.

    13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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