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Disclosery

Lloyd Advisory Services, LLC.: WMT position timeline

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

Lloyd Advisory Services, LLC. held 2,869 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,869 shares
    Change vs previous 13F +584 shares

    0.13% of the 13F portfolio, value $324,904.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 2,285 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $284,028.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 2,223 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $247,674.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 2,284 shares
    Change vs previous 13F +115 shares

    0.11% of the 13F portfolio, value $235,389.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 2,169 shares
    Change vs previous 13F +2,169 shares

    0.1% of the 13F portfolio, value $212,084.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 0 shares
    Change vs previous 13F -5,348 shares

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 5,348 shares
    Change vs previous 13F +117 shares

    0.23% of the 13F portfolio, value $483,191.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, 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 5,231 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $422,403.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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