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Disclosery

RATIONAL ADVISORS, INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on WMT, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 27,294 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,294 shares
    Change vs previous 13F -41,599 shares

    0.28% of the 13F portfolio, value $3,091,319.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, 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 68,893 shares
    Change vs previous 13F +32,387 shares

    0.83% of the 13F portfolio, value $8,092,190.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, 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 36,506 shares
    Change vs previous 13F -10,685 shares

    0.42% of the 13F portfolio, value $4,067,134.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, 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 47,191 shares
    Change vs previous 13F +2,502 shares

    0.48% of the 13F portfolio, value $4,863,505.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, 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 44,689 shares
    Change vs previous 13F +1,778 shares

    0.43% of the 13F portfolio, value $4,369,690.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, 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 42,911 shares
    Change vs previous 13F -16,987 shares

    0.38% of the 13F portfolio, value $3,767,157.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, 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 59,898 shares
    Change vs previous 13F +1,943 shares

    0.53% of the 13F portfolio, value $5,411,784.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, 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 57,955 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,679,866.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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