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McClarren Financial Advisors, Inc.: WMT position timeline

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

McClarren Financial Advisors, Inc. held 4,789 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,789 shares
    Change vs previous 13F +9 shares

    0.25% of the 13F portfolio, value $497,707.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,780 shares
    Change vs previous 13F +17 shares

    0.28% of the 13F portfolio, value $541,352.

    13F-HR 0001214659-26-008656 filed by McClarren Financial 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 ended2026-03-31
    13F 4,763 shares
    Change vs previous 13F +736 shares

    0.35% of the 13F portfolio, value $591,940.

    13F-HR 0001214659-26-004716 filed by McClarren Financial 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 ended2025-12-31
    13F 4,027 shares
    Change vs previous 13F +2,656 shares

    0.32% of the 13F portfolio, value $529,673.

    13F-HR 0001214659-26-000385 filed by McClarren Financial 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 ended2025-09-30
    13F 1,371 shares
    Change vs previous 13F -3,373 shares

    0.3% of the 13F portfolio, value $489,975.

    13F-HR 0001214659-25-014963 filed by McClarren Financial 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 ended2025-06-30
    13F 4,744 shares
    Change vs previous 13F +3,423 shares

    0.3% of the 13F portfolio, value $463,888.

    13F-HR 0001214659-25-011634 filed by McClarren Financial 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 ended2025-03-31
    13F 1,321 shares
    Change vs previous 13F +1,321 shares

    0.27% of the 13F portfolio, value $414,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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.