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Disclosery

RFG Advisory, LLC: WMT position timeline

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

RFG Advisory, LLC held 103,885 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 103,885 shares
    Change vs previous 13F -3,932 shares

    0.18% of the 13F portfolio, value $11,766,070.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 107,817 shares
    Change vs previous 13F -7,447 shares

    0.25% of the 13F portfolio, value $13,399,445.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 115,264 shares
    Change vs previous 13F +17,048 shares

    0.24% of the 13F portfolio, value $12,841,579.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 98,216 shares
    Change vs previous 13F -13,496 shares

    0.21% of the 13F portfolio, value $10,122,157.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 111,712 shares
    Change vs previous 13F +9,606 shares

    0.26% of the 13F portfolio, value $10,923,219.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 102,106 shares
    Change vs previous 13F -32,162 shares

    0.24% of the 13F portfolio, value $8,963,859.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 134,268 shares
    Change vs previous 13F +39,937 shares

    0.34% of the 13F portfolio, value $12,131,088.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 94,331 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,617,242.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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