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Disclosery

Savvy Advisors, Inc.: WMT position timeline

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

Savvy Advisors, Inc. held 109,728 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,728 shares
    Change vs previous 13F -16 shares

    0.27% of the 13F portfolio, value $12,427,825.

    13F-HR 0002003633-26-000004 filed by Savvy 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 109,744 shares
    Change vs previous 13F +25,072 shares

    0.37% of the 13F portfolio, value $13,638,984.

    13F-HR 0002003633-26-000003 filed by Savvy 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 84,672 shares
    Change vs previous 13F +23,234 shares

    0.3% of the 13F portfolio, value $9,433,260.

    13F-HR 0002003633-26-000001 filed by Savvy 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 61,438 shares
    Change vs previous 13F +8,948 shares

    0.29% of the 13F portfolio, value $6,331,762.

    13F-HR 0002003633-25-000008 filed by Savvy 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 52,490 shares
    Change vs previous 13F +12,692 shares

    0.34% of the 13F portfolio, value $5,132,430.

    13F-HR 0002003633-25-000005 filed by Savvy 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 39,798 shares
    Change vs previous 13F +5,905 shares

    0.35% of the 13F portfolio, value $3,493,865.

    13F-HR 0002003633-25-000004 filed by Savvy 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 33,893 shares
    Change vs previous 13F +6,414 shares

    0.37% of the 13F portfolio, value $3,062,247.

    13F-HR 0002003633-25-000002 filed by Savvy 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 27,479 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,218,933.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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