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Orion Porfolio Solutions, LLC: WMT position timeline

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

Orion Porfolio Solutions, LLC held 554,711 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 554,711 shares
    Change vs previous 13F +3,474 shares

    0.48% of the 13F portfolio, value $62,826,635.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 551,237 shares
    Change vs previous 13F -54,255 shares

    0.58% of the 13F portfolio, value $68,507,733.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 605,492 shares
    Change vs previous 13F -55,606 shares

    0.49% of the 13F portfolio, value $67,457,884.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 661,098 shares
    Change vs previous 13F +38,021 shares

    0.53% of the 13F portfolio, value $68,132,781.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 623,077 shares
    Change vs previous 13F +8,512 shares

    0.52% of the 13F portfolio, value $60,924,501.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 614,565 shares
    Change vs previous 13F +35,771 shares

    0.53% of the 13F portfolio, value $53,952,718.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 578,794 shares
    Change vs previous 13F +30,369 shares

    0.52% of the 13F portfolio, value $52,294,047.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 548,425 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $44,285,333.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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