Powers Advisory Group, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Powers Advisory Group, LLC on WMT, newest first. How the timeline and the estimate are built.
Powers Advisory Group, LLC held 29,919 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 29,919 sharesChange vs previous 13F -1,633 shares
1.06% of the 13F portfolio, value $3,388,571.
13F-HR 0002085853-26-000918 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,552 sharesChange vs previous 13F -592 shares
1.38% of the 13F portfolio, value $3,921,261.
13F-HR 0002085853-26-000444 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,144 sharesChange vs previous 13F -148 shares
1.35% of the 13F portfolio, value $3,581,189.
13F-HR 0002085853-26-000066 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,292 sharesChange vs previous 13F -336 shares
1.33% of the 13F portfolio, value $3,327,968.
13F-HR 0002085853-25-000134 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,628 sharesChange vs previous 13F +111 shares
1.4% of the 13F portfolio, value $3,190,359.
13F-HR 0001667731-25-000867 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,517 sharesChange vs previous 13F -1,396 shares
1.36% of the 13F portfolio, value $2,854,702.
13F-HR 0001667731-25-000435 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,913 sharesChange vs previous 13F -441 shares
1.53% of the 13F portfolio, value $3,064,027.
13F-HR 0001667731-25-000106 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,354 sharesChange vs previous 13F not available
1.38% of the 13F portfolio, value $2,774,091.
13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).