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Mutual Advisors, LLC: WMT position timeline

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

Mutual Advisors, LLC held 122,229 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 122,229 shares
    Change vs previous 13F -19,895 shares

    0.26% of the 13F portfolio, value $13,843,622.

    13F-HR 0001986152-26-000154 filed by Mutual 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 142,124 shares
    Change vs previous 13F +18,736 shares

    0.38% of the 13F portfolio, value $17,663,181.

    13F-HR 0001986152-26-000054 filed by Mutual 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 123,388 shares
    Change vs previous 13F -269 shares

    0.29% of the 13F portfolio, value $13,746,603.

    13F-HR 0001986152-26-000005 filed by Mutual 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 123,657 shares
    Change vs previous 13F -1,175 shares

    0.29% of the 13F portfolio, value $13,214,011.

    13F-HR 0001986152-25-000100 filed by Mutual 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 124,832 shares
    Change vs previous 13F -1,939 shares

    0.3% of the 13F portfolio, value $12,167,414.

    13F-HR 0001986152-25-000050 filed by Mutual 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 126,771 shares
    Change vs previous 13F +12,011 shares

    0.35% of the 13F portfolio, value $12,054,629.

    13F-HR 0001986152-25-000037 filed by Mutual 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 114,760 shares
    Change vs previous 13F -26,082 shares

    0.3% of the 13F portfolio, value $10,477,591.

    13F-HR 0001986152-25-000002 filed by Mutual 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 140,842 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,695,535.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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