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Disclosery

PFG Investments, LLC: WMT position timeline

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

PFG Investments, LLC held 101,132 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,132 shares
    Change vs previous 13F -2,888 shares

    0.44% of the 13F portfolio, value $11,454,182.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 104,020 shares
    Change vs previous 13F -7,249 shares

    0.6% of the 13F portfolio, value $12,927,664.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 111,269 shares
    Change vs previous 13F +14,694 shares

    0.58% of the 13F portfolio, value $12,396,445.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 96,575 shares
    Change vs previous 13F +634 shares

    0.52% of the 13F portfolio, value $9,952,995.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 95,941 shares
    Change vs previous 13F -5,073 shares

    0.55% of the 13F portfolio, value $9,381,128.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 101,014 shares
    Change vs previous 13F -478 shares

    0.57% of the 13F portfolio, value $8,867,981.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 101,492 shares
    Change vs previous 13F -2,101 shares

    0.57% of the 13F portfolio, value $9,169,786.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 103,593 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,365,106.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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