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HighPoint Advisor Group LLC: WMT position timeline

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

HighPoint Advisor Group LLC held 62,928 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,928 shares
    Change vs previous 13F +1,712 shares

    0.25% of the 13F portfolio, value $7,127,180.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 61,216 shares
    Change vs previous 13F -178,622 shares

    0.32% of the 13F portfolio, value $7,607,906.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 239,838 shares
    Change vs previous 13F +65,343 shares

    0.59% of the 13F portfolio, value $26,720,367.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 174,495 shares
    Change vs previous 13F +552 shares

    0.86% of the 13F portfolio, value $17,983,460.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 173,943 shares
    Change vs previous 13F +5,086 shares

    0.9% of the 13F portfolio, value $17,008,183.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 168,857 shares
    Change vs previous 13F -1,373 shares

    0.94% of the 13F portfolio, value $16,217,023.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 170,230 shares
    Change vs previous 13F -1,563 shares

    0.94% of the 13F portfolio, value $17,230,871.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 171,793 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $13,872,260.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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