Skip to content
Disclosery

Note Advisors, LLC: WMT position timeline

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

Note Advisors, LLC held 2,142 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 2,142 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $242,645.

    13F-HR 0002056243-26-000003 filed by Note 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 2,142 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $266,254.

    13F-HR 0002056243-26-000002 filed by Note 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 2,142 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $255,714.

    13F-HR 0002056243-26-000001 filed by Note 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 2,267 shares
    Change vs previous 13F +215 shares

    0.14% of the 13F portfolio, value $233,675.

    13F-HR 0002056243-25-000006 filed by Note 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 2,052 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $200,681.

    13F-HR 0002056243-25-000003 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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