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Disclosery

Proficio Capital Partners LLC: WMT position timeline

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

Proficio Capital Partners LLC held 88,622 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,622 shares
    Change vs previous 13F +12,394 shares

    0.36% of the 13F portfolio, value $10,037,313.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 76,228 shares
    Change vs previous 13F +53 shares

    0.51% of the 13F portfolio, value $9,473,653.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 76,175 shares
    Change vs previous 13F -539 shares

    0.6% of the 13F portfolio, value $8,486,657.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 76,714 shares
    Change vs previous 13F -17,841 shares

    0.54% of the 13F portfolio, value $7,906,145.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 94,555 shares
    Change vs previous 13F +3,644 shares

    0.58% of the 13F portfolio, value $9,245,557.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 90,911 shares
    Change vs previous 13F +488 shares

    0.62% of the 13F portfolio, value $8,057,537.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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 90,423 shares
    Change vs previous 13F +5,765 shares

    0.66% of the 13F portfolio, value $8,169,684.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 84,658 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,836,104.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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