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INDEPENDENT FINANCIAL GROUP, LLC: WMT position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 185,498 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 185,498 shares
    Change vs previous 13F +26,698 shares

    0.35% of the 13F portfolio, value $19,276,996.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,800 shares
    Change vs previous 13F -4,934 shares

    0.34% of the 13F portfolio, value $17,985,588.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    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/A 163,734 shares
    Change vs previous 13F +542 shares

    0.46% of the 13F portfolio, value $20,348,914.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 163,192 shares
    Change vs previous 13F +10,486 shares

    0.41% of the 13F portfolio, value $18,181,215.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 152,706 shares
    Change vs previous 13F -1,121 shares

    0.38% of the 13F portfolio, value $15,737,875.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 153,827 shares
    Change vs previous 13F +5,082 shares

    0.41% of the 13F portfolio, value $15,041,118.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    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 148,745 shares
    Change vs previous 13F +8,780 shares

    0.45% of the 13F portfolio, value $13,058,394.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 139,965 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $12,645,800.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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