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Disclosery

Souders Financial Advisors: WMT position timeline

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

Souders Financial Advisors held 16,190 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,190 shares
    Change vs previous 13F +207 shares

    0.18% of the 13F portfolio, value $1,833,624.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 15,983 shares
    Change vs previous 13F +869 shares

    0.23% of the 13F portfolio, value $1,986,385.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 15,114 shares
    Change vs previous 13F +8,846 shares

    0.19% of the 13F portfolio, value $1,683,893.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 6,268 shares
    Change vs previous 13F +276 shares

    0.08% of the 13F portfolio, value $646,019.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 5,992 shares
    Change vs previous 13F -262 shares

    0.07% of the 13F portfolio, value $585,885.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 6,254 shares
    Change vs previous 13F +498 shares

    0.08% of the 13F portfolio, value $549,040.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 5,756 shares
    Change vs previous 13F -11,463 shares

    0.07% of the 13F portfolio, value $520,060.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 17,219 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,390,439.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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