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Disclosery

Herold Advisors, Inc.: WMT position timeline

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

Herold Advisors, Inc. held 70,340 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,340 shares
    Change vs previous 13F -135 shares

    1.58% of the 13F portfolio, value $7,969,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 70,475 shares
    Change vs previous 13F -336 shares

    1.92% of the 13F portfolio, value $8,758,634.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 70,811 shares
    Change vs previous 13F -25 shares

    1.76% of the 13F portfolio, value $7,889,132.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 70,836 shares
    Change vs previous 13F +5,185 shares

    1.69% of the 13F portfolio, value $7,300,426.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 65,651 shares
    Change vs previous 13F -7,247 shares

    1.35% of the 13F portfolio, value $6,419,368.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 72,898 shares
    Change vs previous 13F -6,459 shares

    1.41% of the 13F portfolio, value $6,399,786.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 79,357 shares
    Change vs previous 13F -2,169 shares

    1.56% of the 13F portfolio, value $7,170,087.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 81,526 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,583,333.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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