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OPTIMUM INVESTMENT ADVISORS: WMT position timeline

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

OPTIMUM INVESTMENT ADVISORS held 27,246 WMT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,246 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,807,973.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 27,246 shares
    Change vs previous 13F -225 shares

    1.16% of the 13F portfolio, value $2,664,114.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 27,471 shares
    Change vs previous 13F +24 shares

    1.14% of the 13F portfolio, value $2,411,679.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 27,447 shares
    Change vs previous 13F -1,590 shares

    1.09% of the 13F portfolio, value $2,479,836.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 29,037 shares
    Change vs previous 13F -1,650 shares

    1.01% of the 13F portfolio, value $2,344,738.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 30,687 shares
    Change vs previous 13F -1,284 shares

    0.93% of the 13F portfolio, value $2,077,817.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 31,971 shares
    Change vs previous 13F +21,465 shares

    0.88% of the 13F portfolio, value $1,923,676.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 10,506 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,656,340.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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