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Invera Wealth Advisors, LLC: WMT position timeline

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

Invera Wealth Advisors, LLC held 6,829 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,829 shares
    Change vs previous 13F -558 shares

    0.41% of the 13F portfolio, value $773,453.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 7,387 shares
    Change vs previous 13F -161 shares

    0.59% of the 13F portfolio, value $918,056.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 7,548 shares
    Change vs previous 13F -199 shares

    0.53% of the 13F portfolio, value $840,923.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 7,747 shares
    Change vs previous 13F -20 shares

    0.49% of the 13F portfolio, value $798,406.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 7,767 shares
    Change vs previous 13F -9 shares

    0.5% of the 13F portfolio, value $759,457.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 7,776 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $682,655.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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