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Disclosery

IMA Advisory Services, Inc.: WMT position timeline

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

IMA Advisory Services, Inc. held 61,783 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,783 shares
    Change vs previous 13F +7,448 shares

    0.44% of the 13F portfolio, value $6,997,516.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, 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 54,335 shares
    Change vs previous 13F -812 shares

    0.66% of the 13F portfolio, value $6,766,212.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, 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 55,147 shares
    Change vs previous 13F +570 shares

    0.59% of the 13F portfolio, value $6,143,927.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, 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 54,577 shares
    Change vs previous 13F +12,134 shares

    0.57% of the 13F portfolio, value $5,624,706.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, 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 42,443 shares
    Change vs previous 13F +37 shares

    0.44% of the 13F portfolio, value $4,150,077.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, 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 42,406 shares
    Change vs previous 13F -301 shares

    0.44% of the 13F portfolio, value $3,732,788.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, 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 42,707 shares
    Change vs previous 13F -60 shares

    0.47% of the 13F portfolio, value $3,867,439.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, 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 42,767 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,453,435.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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