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Disclosery

Hofer & Associates. Inc: WMT position timeline

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

Hofer & Associates. Inc held 0 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -11,888 shares

    13F-HR 0001754960-26-000855 filed by Hofer & Associates. Inc
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 11,888 shares
    Change vs previous 13F +446 shares

    0.65% of the 13F portfolio, value $1,346,408.

    13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
    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 11,442 shares
    Change vs previous 13F -288 shares

    0.76% of the 13F portfolio, value $1,422,065.

    13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,730 shares
    Change vs previous 13F +1,178 shares

    0.69% of the 13F portfolio, value $1,306,840.

    13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,552 shares
    Change vs previous 13F +661 shares

    0.62% of the 13F portfolio, value $1,087,490.

    13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,891 shares
    Change vs previous 13F +553 shares

    0.6% of the 13F portfolio, value $967,129.

    13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
    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 9,338 shares
    Change vs previous 13F +362 shares

    0.56% of the 13F portfolio, value $819,796.

    13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,976 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $810,983.

    13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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