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Schear Investment Advisers, LLC: WMT position timeline

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

Schear Investment Advisers, LLC held 19,364 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 19,364 shares
    Change vs previous 13F -4,548 shares

    0.25% of the 13F portfolio, value $2,012,275.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,912 shares
    Change vs previous 13F +722 shares

    0.91% of the 13F portfolio, value $2,708,273.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    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 23,190 shares
    Change vs previous 13F +215 shares

    1.27% of the 13F portfolio, value $2,882,053.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,975 shares
    Change vs previous 13F +7,798 shares

    1.1% of the 13F portfolio, value $2,559,645.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,177 shares
    Change vs previous 13F +388 shares

    0.7% of the 13F portfolio, value $1,564,142.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,789 shares
    Change vs previous 13F +407 shares

    0.72% of the 13F portfolio, value $1,446,068.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    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 14,382 shares
    Change vs previous 13F +1,646 shares

    0.73% of the 13F portfolio, value $1,262,596.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,736 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,150,698.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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