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Disclosery

Rise Advisors, LLC: WMT position timeline

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

Rise Advisors, LLC held 4,538 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,538 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $513,993.

    13F-HR 0001831316-26-000004 filed by Rise 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 4,421 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $551,527.

    13F-HR 0001831316-26-000003 filed by Rise 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 4,397 shares
    Change vs previous 13F -155 shares

    0.17% of the 13F portfolio, value $489,858.

    13F-HR 0001831316-26-000001 filed by Rise 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 4,552 shares
    Change vs previous 13F +372 shares

    0.17% of the 13F portfolio, value $469,119.

    13F-HR 0001831316-25-000007 filed by Rise 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 4,180 shares
    Change vs previous 13F -59 shares

    0.16% of the 13F portfolio, value $408,690.

    13F-HR 0001831316-25-000006 filed by Rise 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 4,239 shares
    Change vs previous 13F +424 shares

    0.16% of the 13F portfolio, value $372,153.

    13F-HR 0001831316-25-000005 filed by Rise 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 3,815 shares
    Change vs previous 13F -182 shares

    0.17% of the 13F portfolio, value $344,722.

    13F-HR 0001831316-25-000001 filed by Rise 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 3,997 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $322,750.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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