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Disclosery

IFG Advisory, LLC: WMT position timeline

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

IFG Advisory, LLC held 109,067 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 109,067 shares
    Change vs previous 13F +109,022 shares

    0.43% of the 13F portfolio, value $12,352,897.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 45 shares
    Change vs previous 13F -106,496 shares

    0.02% of the 13F portfolio, value $5,593.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, 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 106,541 shares
    Change vs previous 13F +4,249 shares

    0.52% of the 13F portfolio, value $11,869,728.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 102,292 shares
    Change vs previous 13F +5,004 shares

    0.48% of the 13F portfolio, value $10,542,219.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 97,288 shares
    Change vs previous 13F -1,733 shares

    0.48% of the 13F portfolio, value $9,512,788.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 99,021 shares
    Change vs previous 13F +514 shares

    0.48% of the 13F portfolio, value $8,693,041.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 98,507 shares
    Change vs previous 13F +2,243 shares

    0.5% of the 13F portfolio, value $8,900,105.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 96,264 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,773,362.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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