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Disclosery

LGT Financial Advisors LLC: WMT position timeline

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

LGT Financial Advisors LLC held 938 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 938 shares
    Change vs previous 13F +3 shares

    0.56% of the 13F portfolio, value $106,286.

    13F-HR 0001398344-26-012650 filed by LGT Financial 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 ended2026-03-31
    13F 935 shares
    Change vs previous 13F +2 shares

    0.6% of the 13F portfolio, value $116,158.

    13F-HR 0001398344-26-007386 filed by LGT Financial 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 ended2025-12-31
    13F 933 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $103,911.

    13F-HR 0001398344-26-002969 filed by LGT Financial 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 ended2025-09-30
    13F 933 shares
    Change vs previous 13F -19 shares

    0.21% of the 13F portfolio, value $96,123.

    13F-HR 0001398344-25-021019 filed by LGT Financial 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 ended2025-06-30
    13F 952 shares
    Change vs previous 13F +26 shares

    0.24% of the 13F portfolio, value $93,128.

    13F-HR 0001398344-25-014099 filed by LGT Financial 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 ended2025-03-31
    13F 926 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $81,258.

    13F-HR 0001398344-25-008971 filed by LGT Financial 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 ended2024-12-31
    13F 923 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $83,437.

    13F-HR 0001398344-25-002937 filed by LGT Financial 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 ended2024-09-30
    13F 923 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $74,572.

    13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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