Prudent Man Advisors, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prudent Man Advisors, LLC on WMT, newest first. How the timeline and the estimate are built.
Prudent Man Advisors, LLC held 36,169 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 36,169 sharesChange vs previous 13F +3,490 shares
0.94% of the 13F portfolio, value $4,096,501.
13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 32,679 sharesChange vs previous 13F +11,134 shares
1.22% of the 13F portfolio, value $4,061,346.
13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 21,545 sharesChange vs previous 13F -798 shares
0.87% of the 13F portfolio, value $2,400,331.
13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 22,343 sharesChange vs previous 13F -697 shares
0.85% of the 13F portfolio, value $2,302,670.
13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 23,040 sharesChange vs previous 13F +8,163 shares
0.72% of the 13F portfolio, value $2,252,851.
13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 14,877 sharesChange vs previous 13F +501 shares
0.47% of the 13F portfolio, value $1,306,052.
13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 14,376 sharesChange vs previous 13F -1,059 shares
0.47% of the 13F portfolio, value $1,298,872.
13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 15,435 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $1,246,376.
13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).