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Quantum Financial Advisors, LLC: WMT position timeline

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

Quantum Financial Advisors, LLC held 12,071 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,071 shares
    Change vs previous 13F +2,272 shares

    0.14% of the 13F portfolio, value $1,367,141.

    13F-HR 0001929139-26-000004 filed by Quantum Financial Advisors, 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 9,799 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $1,217,817.

    13F-HR 0001929139-26-000003 filed by Quantum Financial Advisors, 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 9,800 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $1,091,816.

    13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, 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 9,788 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,008,749.

    13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, 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 9,788 shares
    Change vs previous 13F +90 shares

    0.13% of the 13F portfolio, value $957,069.

    13F-HR 0001085146-25-003747 filed by Quantum Financial Advisors, 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 9,698 shares
    Change vs previous 13F -600 shares

    0.13% of the 13F portfolio, value $851,386.

    13F-HR 0001085146-25-001942 filed by Quantum Financial Advisors, 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 10,298 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $930,422.

    13F-HR 0001085146-25-000167 filed by Quantum Financial Advisors, 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 10,298 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $831,562.

    13F-HR 0001085146-24-004653 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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