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Disclosery

Sigma Planning Corp: WMT position timeline

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

Sigma Planning Corp held 117,735 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,735 shares
    Change vs previous 13F +1,555 shares

    0.34% of the 13F portfolio, value $13,334,642.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 116,180 shares
    Change vs previous 13F +4,064 shares

    0.4% of the 13F portfolio, value $14,440,455.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 112,116 shares
    Change vs previous 13F +2,859 shares

    0.35% of the 13F portfolio, value $12,542,524.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 109,257 shares
    Change vs previous 13F -685 shares

    0.32% of the 13F portfolio, value $11,260,059.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 109,942 shares
    Change vs previous 13F -6,705 shares

    0.32% of the 13F portfolio, value $10,750,145.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 116,647 shares
    Change vs previous 13F +8,151 shares

    0.33% of the 13F portfolio, value $10,241,638.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 108,496 shares
    Change vs previous 13F -21,280 shares

    0.31% of the 13F portfolio, value $9,802,607.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 129,776 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,479,443.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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