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Disclosery

Realta Investment Advisors: WMT position timeline

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

Realta Investment Advisors held 5,861 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,861 shares
    Change vs previous 13F +980 shares

    0.18% of the 13F portfolio, value $609,075.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,881 shares
    Change vs previous 13F +792 shares

    0.17% of the 13F portfolio, value $552,862.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,089 shares
    Change vs previous 13F +81 shares

    0.18% of the 13F portfolio, value $508,185.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,008 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $446,516.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,053 shares
    Change vs previous 13F +1,360 shares

    0.14% of the 13F portfolio, value $417,688.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,693 shares
    Change vs previous 13F -913 shares

    0.1% of the 13F portfolio, value $263,290.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,606 shares
    Change vs previous 13F +235 shares

    0.14% of the 13F portfolio, value $316,528.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,371 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $306,027.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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