Skip to content
Disclosery

River Wealth Advisors LLC: WMT position timeline

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

River Wealth Advisors LLC held 66,044 WMT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 66,044 shares
    Change vs previous 13F +1,748 shares

    0.78% of the 13F portfolio, value $7,480,098.

    13F-HR/A 0001642570-26-000008 filed by River Wealth 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 64,296 shares
    Change vs previous 13F +736 shares

    0.92% of the 13F portfolio, value $7,990,747.

    13F-HR 0001642570-26-000005 filed by River Wealth 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 63,560 shares
    Change vs previous 13F +7,949 shares

    0.79% of the 13F portfolio, value $7,081,181.

    13F-HR 0001642570-26-000003 filed by River Wealth 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 55,611 shares
    Change vs previous 13F +40,516 shares

    0.67% of the 13F portfolio, value $5,731,234.

    13F-HR 0001642570-25-000011 filed by River Wealth 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 15,095 shares
    Change vs previous 13F +5,303 shares

    0.18% of the 13F portfolio, value $1,476,009.

    13F-HR 0001642570-25-000009 filed by River Wealth 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 9,792 shares
    Change vs previous 13F +4,700 shares

    0.12% of the 13F portfolio, value $859,658.

    13F-HR 0001642570-25-000006 filed by River Wealth 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 5,092 shares
    Change vs previous 13F -180 shares

    0.06% of the 13F portfolio, value $460,100.

    13F-HR 0001642570-25-000004 filed by River Wealth 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 5,272 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $425,715.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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