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Disclosery

Independent Advisor Alliance: WMT position timeline

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

Independent Advisor Alliance held 281,716 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,716 shares
    Change vs previous 13F +11,401 shares

    0.75% of the 13F portfolio, value $31,907,114.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 270,315 shares
    Change vs previous 13F -60,398 shares

    0.36% of the 13F portfolio, value $33,594,794.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 330,713 shares
    Change vs previous 13F -1,071 shares

    0.89% of the 13F portfolio, value $36,844,753.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 331,784 shares
    Change vs previous 13F +5,338 shares

    0.89% of the 13F portfolio, value $34,193,605.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 326,446 shares
    Change vs previous 13F -7,765 shares

    0.92% of the 13F portfolio, value $31,919,925.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 334,211 shares
    Change vs previous 13F -18,539 shares

    0.97% of the 13F portfolio, value $29,340,384.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 352,750 shares
    Change vs previous 13F +40,699 shares

    0.42% of the 13F portfolio, value $31,870,914.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 312,051 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $25,198,184.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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