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Ipsen Advisor Group LLC: WMT position timeline

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

Ipsen Advisor Group LLC held 19,071 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 19,071 shares
    Change vs previous 13F +1,265 shares

    1.39% of the 13F portfolio, value $2,159,961.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 17,806 shares
    Change vs previous 13F -396 shares

    1.55% of the 13F portfolio, value $2,212,911.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor 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 ended2025-12-31
    13F 18,202 shares
    Change vs previous 13F -401 shares

    1.44% of the 13F portfolio, value $2,027,877.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor 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 ended2025-09-30
    13F 18,603 shares
    Change vs previous 13F -548 shares

    1.38% of the 13F portfolio, value $1,917,203.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor 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 ended2025-06-30
    13F 19,151 shares
    Change vs previous 13F +268 shares

    1.43% of the 13F portfolio, value $1,872,558.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor 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 ended2025-03-31
    13F 18,883 shares
    Change vs previous 13F +41 shares

    1.43% of the 13F portfolio, value $1,657,732.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor 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 ended2024-12-31
    13F 18,842 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,702,380.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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