Skip to content
Disclosery

Heritage Wealth Advisors: WMT position timeline

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

Heritage Wealth Advisors held 375,055 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,055 shares
    Change vs previous 13F -6,413 shares

    1.46% of the 13F portfolio, value $42,478,684.

    13F-HR 0001591122-26-000008 filed by Heritage 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 381,468 shares
    Change vs previous 13F -105,798 shares

    1.85% of the 13F portfolio, value $47,408,892.

    13F-HR 0001591122-26-000003 filed by Heritage 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 487,266 shares
    Change vs previous 13F -8,087 shares

    2.07% of the 13F portfolio, value $54,286,261.

    13F-HR 0001591122-26-000002 filed by Heritage 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 495,353 shares
    Change vs previous 13F +1,811 shares

    2.23% of the 13F portfolio, value $51,051,044.

    13F-HR 0001591122-25-000010 filed by Heritage 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 493,542 shares
    Change vs previous 13F -7,569 shares

    2.29% of the 13F portfolio, value $48,258,573.

    13F-HR 0001591122-25-000007 filed by Heritage 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 501,111 shares
    Change vs previous 13F +528 shares

    2.23% of the 13F portfolio, value $43,992,572.

    13F-HR 0001591122-25-000004 filed by Heritage 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 500,583 shares
    Change vs previous 13F -50,838 shares

    2.24% of the 13F portfolio, value $45,227,693.

    13F-HR 0001591122-25-000002 filed by Heritage 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 551,421 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $44,527,224.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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