Investment Research & Advisory Group, Inc.: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Research & Advisory Group, Inc. on WMT, newest first. How the timeline and the estimate are built.
Investment Research & Advisory Group, Inc. held 1,160 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,160 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $149,582.
13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,159 sharesChange vs previous 13F +1 shares
0.06% of the 13F portfolio, value $158,404.
13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,158 sharesChange vs previous 13F -210 shares
0.05% of the 13F portfolio, value $139,374.
13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,368 sharesChange vs previous 13F -23 shares
0.05% of the 13F portfolio, value $150,261.
13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,391 sharesChange vs previous 13F +420 shares
0.05% of the 13F portfolio, value $136,087.
13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 971 sharesChange vs previous 13F +284 shares
0.04% of the 13F portfolio, value $85,224.
13F-HR 0001802136-25-000003 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 687 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $62,050.
13F-HR 0001802136-25-000001 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 687 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $55,457.
13F-HR 0001802136-24-000005 filed by Investment Research & Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).