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HOEY INVESTMENTS, INC: WMT position timeline

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

HOEY INVESTMENTS, INC held 38,537 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,537 shares
    Change vs previous 13F -7,200 shares

    0.58% of the 13F portfolio, value $4,364,667.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 45,737 shares
    Change vs previous 13F -5,291 shares

    0.84% of the 13F portfolio, value $5,684,186.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 51,028 shares
    Change vs previous 13F +1,024 shares

    0.77% of the 13F portfolio, value $5,684,977.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 50,004 shares
    Change vs previous 13F -2,150 shares

    0.7% of the 13F portfolio, value $5,153,364.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 52,154 shares
    Change vs previous 13F -8,416 shares

    0.76% of the 13F portfolio, value $5,099,626.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 60,570 shares
    Change vs previous 13F +7,741 shares

    1.05% of the 13F portfolio, value $5,317,448.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, 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 52,829 shares
    Change vs previous 13F +21,590 shares

    0.81% of the 13F portfolio, value $4,773,070.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, 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 31,239 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,115,203.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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