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Disclosery

PKS Advisory Services, LLC: WMT position timeline

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

PKS Advisory Services, LLC held 12,375 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,375 shares
    Change vs previous 13F +4,624 shares

    0.22% of the 13F portfolio, value $1,401,812.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 7,751 shares
    Change vs previous 13F +1,162 shares

    0.18% of the 13F portfolio, value $790,197.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 6,589 shares
    Change vs previous 13F -13 shares

    0.17% of the 13F portfolio, value $734,057.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 6,602 shares
    Change vs previous 13F +359 shares

    0.14% of the 13F portfolio, value $680,415.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 6,243 shares
    Change vs previous 13F -191 shares

    0.16% of the 13F portfolio, value $610,406.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 6,434 shares
    Change vs previous 13F -160 shares

    0.15% of the 13F portfolio, value $565,737.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 6,594 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $595,844.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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