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Sequoia Financial Advisors, LLC: WMT position timeline

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

Sequoia Financial Advisors, LLC held 847,495 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 847,495 shares
    Change vs previous 13F +34,435 shares

    0.48% of the 13F portfolio, value $95,987,294.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 813,060 shares
    Change vs previous 13F -3,360 shares

    0.57% of the 13F portfolio, value $101,047,065.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 816,420 shares
    Change vs previous 13F +44,118 shares

    0.51% of the 13F portfolio, value $90,957,277.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 772,302 shares
    Change vs previous 13F +16,474 shares

    0.49% of the 13F portfolio, value $79,593,450.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 755,828 shares
    Change vs previous 13F +30,320 shares

    0.51% of the 13F portfolio, value $73,904,875.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 725,508 shares
    Change vs previous 13F -2,582 shares

    0.49% of the 13F portfolio, value $63,692,336.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 728,090 shares
    Change vs previous 13F +36,494 shares

    0.63% of the 13F portfolio, value $65,782,913.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 691,596 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $55,846,419.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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