Skip to content
Disclosery

Private Advisory Group LLC: WMT position timeline

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

Private Advisory Group LLC held 9,858 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,858 shares
    Change vs previous 13F -211 shares

    0.06% of the 13F portfolio, value $1,116,494.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 10,069 shares
    Change vs previous 13F +1,171 shares

    0.09% of the 13F portfolio, value $1,251,364.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 8,898 shares
    Change vs previous 13F +4,444 shares

    0.08% of the 13F portfolio, value $991,349.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 4,454 shares
    Change vs previous 13F +1,064 shares

    0.04% of the 13F portfolio, value $459,079.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 3,390 shares
    Change vs previous 13F -395 shares

    0.03% of the 13F portfolio, value $331,474.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 3,785 shares
    Change vs previous 13F +880 shares

    0.04% of the 13F portfolio, value $332,285.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 2,905 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $262,467.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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