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PFG Advisors: WMT position timeline

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

PFG Advisors held 35,176 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,176 shares
    Change vs previous 13F -427 shares

    0.2% of the 13F portfolio, value $3,984,016.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 35,603 shares
    Change vs previous 13F +3,267 shares

    0.22% of the 13F portfolio, value $4,424,686.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 32,336 shares
    Change vs previous 13F -3,955 shares

    0.17% of the 13F portfolio, value $3,602,559.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 36,291 shares
    Change vs previous 13F -762 shares

    0.15% of the 13F portfolio, value $3,740,102.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 37,053 shares
    Change vs previous 13F +4,369 shares

    0.17% of the 13F portfolio, value $3,623,077.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 32,684 shares
    Change vs previous 13F +1,308 shares

    0.16% of the 13F portfolio, value $2,869,363.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,376 shares
    Change vs previous 13F -3,255 shares

    0.17% of the 13F portfolio, value $2,834,797.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 34,631 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,796,413.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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