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Net Worth Advisory Group: WMT position timeline

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

Net Worth Advisory Group held 17,172 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,172 shares
    Change vs previous 13F -1,061 shares

    0.49% of the 13F portfolio, value $1,944,916.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 18,233 shares
    Change vs previous 13F +177 shares

    0.47% of the 13F portfolio, value $2,266,040.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 18,056 shares
    Change vs previous 13F -5,795 shares

    0.41% of the 13F portfolio, value $2,011,611.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 23,851 shares
    Change vs previous 13F -2,043 shares

    0.71% of the 13F portfolio, value $2,458,043.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 25,894 shares
    Change vs previous 13F +12,807 shares

    0.56% of the 13F portfolio, value $2,531,936.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 13,087 shares
    Change vs previous 13F +36 shares

    0.36% of the 13F portfolio, value $1,148,881.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 13,051 shares
    Change vs previous 13F +11 shares

    0.36% of the 13F portfolio, value $1,179,130.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 13,040 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,053,001.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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