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Disclosery

J. W. Coons Advisors, LLC: WMT position timeline

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

J. W. Coons Advisors, LLC held 51,583 WMT shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,583 shares
    Change vs previous 13F +190 shares

    1.14% of the 13F portfolio, value $5,043,812.

    13F-HR 0001765380-25-000287 filed by J. W. Coons 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 ended2025-03-31
    13F 51,393 shares
    Change vs previous 13F +900 shares

    1.19% of the 13F portfolio, value $4,511,815.

    13F-HR 0001765380-25-000170 filed by J. W. Coons 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 ended2024-12-31
    13F 50,493 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $4,562,067.

    13F-HR 0001765380-25-000034 filed by J. W. Coons 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 ended2024-09-30
    13F 50,493 shares
    Change vs previous 13F -800 shares

    1.02% of the 13F portfolio, value $4,077,332.

    13F-HR 0001765380-24-000409 filed by J. W. Coons 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 ended2024-06-30
    13F 51,293 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $3,473,067.

    13F-HR 0001765380-24-000246 filed by J. W. Coons 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 ended2024-03-31
    13F 51,293 shares
    Change vs previous 13F +33,962 shares

    0.7% of the 13F portfolio, value $3,086,316.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 17,331 shares
    Change vs previous 13F -100 shares

    0.74% of the 13F portfolio, value $2,732,247.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 17,431 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,787,754.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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