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Patriot Financial Group Insurance Agency, LLC: WMT position timeline

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

Patriot Financial Group Insurance Agency, LLC held 37,961 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,961 shares
    Change vs previous 13F -17,526 shares

    0.38% of the 13F portfolio, value $3,944,901.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,487 shares
    Change vs previous 13F -16,443 shares

    0.65% of the 13F portfolio, value $6,304,772.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 71,930 shares
    Change vs previous 13F +22,130 shares

    0.5% of the 13F portfolio, value $8,939,370.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,800 shares
    Change vs previous 13F +15,975 shares

    0.66% of the 13F portfolio, value $5,548,223.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,825 shares
    Change vs previous 13F -10,174 shares

    0.45% of the 13F portfolio, value $3,486,009.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,999 shares
    Change vs previous 13F -3,957 shares

    0.49% of the 13F portfolio, value $4,302,215.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,956 shares
    Change vs previous 13F -3,736 shares

    0.56% of the 13F portfolio, value $4,210,019.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,692 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,670,400.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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