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Disclosery

Prospera Financial Services Inc: WMT position timeline

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

Prospera Financial Services Inc held 437,836 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 437,836 shares
    Change vs previous 13F +6,657 shares

    0.72% of the 13F portfolio, value $49,595,626.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 431,179 shares
    Change vs previous 13F -4,886 shares

    0.86% of the 13F portfolio, value $53,595,390.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 436,065 shares
    Change vs previous 13F -2,601 shares

    0.8% of the 13F portfolio, value $48,588,194.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 438,666 shares
    Change vs previous 13F -11,640 shares

    0.77% of the 13F portfolio, value $45,213,663.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 450,306 shares
    Change vs previous 13F +111,531 shares

    0.82% of the 13F portfolio, value $44,035,451.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 338,775 shares
    Change vs previous 13F -9,891 shares

    0.68% of the 13F portfolio, value $29,743,616.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 348,666 shares
    Change vs previous 13F +44,791 shares

    0.73% of the 13F portfolio, value $31,507,729.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 303,875 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $24,541,163.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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