Skip to content
Disclosery

SIGNATUREFD, LLC: WMT position timeline

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

SIGNATUREFD, LLC held 162,445 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,445 shares
    Change vs previous 13F +348 shares

    0.25% of the 13F portfolio, value $18,398,516.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 162,097 shares
    Change vs previous 13F +5,407 shares

    0.31% of the 13F portfolio, value $20,145,439.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 156,690 shares
    Change vs previous 13F +5,741 shares

    0.27% of the 13F portfolio, value $17,456,876.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 150,949 shares
    Change vs previous 13F -1,386 shares

    0.25% of the 13F portfolio, value $15,556,795.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 152,335 shares
    Change vs previous 13F +3,326 shares

    0.25% of the 13F portfolio, value $14,895,310.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 149,009 shares
    Change vs previous 13F -596 shares

    0.25% of the 13F portfolio, value $13,081,504.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 149,605 shares
    Change vs previous 13F +1,187 shares

    0.26% of the 13F portfolio, value $13,516,823.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 148,418 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $11,984,759.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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