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INVESTMENT ADVISORY SERVICES INC /TX /ADV: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT ADVISORY SERVICES INC /TX /ADV on WMT, newest first. How the timeline and the estimate are built.

INVESTMENT ADVISORY SERVICES INC /TX /ADV held 99,218 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,218 shares
    Change vs previous 13F -255 shares

    3.24% of the 13F portfolio, value $11,237,435.

    13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 99,473 shares
    Change vs previous 13F -2,026 shares

    3.93% of the 13F portfolio, value $12,362,516.

    13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 101,499 shares
    Change vs previous 13F -1,483 shares

    3.54% of the 13F portfolio, value $11,308,010.

    13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 102,982 shares
    Change vs previous 13F -1,237 shares

    3.34% of the 13F portfolio, value $10,613,355.

    13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 104,219 shares
    Change vs previous 13F +3,011 shares

    3.4% of the 13F portfolio, value $10,190,571.

    13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 101,208 shares
    Change vs previous 13F -3,262 shares

    3.21% of the 13F portfolio, value $8,885,084.

    13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 104,470 shares
    Change vs previous 13F +45 shares

    3.33% of the 13F portfolio, value $9,438,841.

    13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 104,425 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $8,432,342.

    13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    Filed (acceptance time not in the bulk data set), ingested

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