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Kovack Advisors, Inc.: WMT position timeline

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

Kovack Advisors, Inc. held 83,774 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 83,774 shares
    Change vs previous 13F +1,711 shares

    0.45% of the 13F portfolio, value $9,300,642.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 82,063 shares
    Change vs previous 13F +2,346 shares

    0.55% of the 13F portfolio, value $10,217,428.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 79,717 shares
    Change vs previous 13F +43,373 shares

    0.42% of the 13F portfolio, value $8,881,240.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 36,344 shares
    Change vs previous 13F -1,757 shares

    0.35% of the 13F portfolio, value $3,745,637.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 38,101 shares
    Change vs previous 13F -4,410 shares

    0.37% of the 13F portfolio, value $3,725,551.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 42,511 shares
    Change vs previous 13F -295 shares

    0.4% of the 13F portfolio, value $3,732,043.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 42,806 shares
    Change vs previous 13F +7,445 shares

    0.38% of the 13F portfolio, value $3,867,528.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 35,361 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,855,434.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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