Sovran Advisors, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovran Advisors, LLC on WMT, newest first. How the timeline and the estimate are built.
Sovran Advisors, LLC held 25,635 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 25,635 sharesChange vs previous 13F +687 shares
0.22% of the 13F portfolio, value $2,899,237.
13F-HR 0002051471-26-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,948 sharesChange vs previous 13F -10,909 shares
0.26% of the 13F portfolio, value $3,291,397.
13F-HR 0002051471-26-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,857 sharesChange vs previous 13F +14,742 shares
0.36% of the 13F portfolio, value $4,274,109.
13F-HR 0002051471-26-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,115 sharesChange vs previous 13F +2,215 shares
0.19% of the 13F portfolio, value $2,158,620.
13F-HR 0002051471-25-000007 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,900 sharesChange vs previous 13F +229 shares
0.19% of the 13F portfolio, value $1,834,968.
13F-HR 0002051471-25-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,671 sharesChange vs previous 13F +1,757 shares
0.23% of the 13F portfolio, value $1,740,540.
13F-HR 0002051471-25-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,914 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $1,535,585.
13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).