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Lifeworks Advisors, LLC: WMT position timeline

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

Lifeworks Advisors, LLC held 19,059 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,059 shares
    Change vs previous 13F +1,426 shares

    0.23% of the 13F portfolio, value $2,158,622.

    13F-HR 0001951757-26-001262 filed by Lifeworks 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 17,633 shares
    Change vs previous 13F -5,894 shares

    0.28% of the 13F portfolio, value $2,191,380.

    13F-HR 0001951757-26-000767 filed by Lifeworks 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 23,527 shares
    Change vs previous 13F +3,277 shares

    0.34% of the 13F portfolio, value $2,621,149.

    13F-HR 0001951757-26-000453 filed by Lifeworks 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 20,250 shares
    Change vs previous 13F +1,700 shares

    0.28% of the 13F portfolio, value $2,086,959.

    13F-HR 0001951757-25-001383 filed by Lifeworks 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 18,550 shares
    Change vs previous 13F -1,327 shares

    0.27% of the 13F portfolio, value $1,813,778.

    13F-HR 0001951757-25-001025 filed by Lifeworks 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 19,877 shares
    Change vs previous 13F +65 shares

    0.29% of the 13F portfolio, value $1,745,006.

    13F-HR 0001951757-25-000515 filed by Lifeworks 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 19,812 shares
    Change vs previous 13F -2,059 shares

    0.32% of the 13F portfolio, value $1,790,021.

    13F-HR 0001951757-25-000200 filed by Lifeworks 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 21,871 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,766,100.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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