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Disclosery

Sowell Financial Services LLC: WMT position timeline

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

Sowell Financial Services LLC held 134,295 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,295 shares
    Change vs previous 13F -5,507 shares

    0.5% of the 13F portfolio, value $15,210,306.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 139,802 shares
    Change vs previous 13F +1,271 shares

    0.64% of the 13F portfolio, value $17,374,597.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 138,531 shares
    Change vs previous 13F -860 shares

    0.57% of the 13F portfolio, value $15,433,757.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 139,391 shares
    Change vs previous 13F -4,250 shares

    0.55% of the 13F portfolio, value $14,365,604.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 143,641 shares
    Change vs previous 13F -709 shares

    0.57% of the 13F portfolio, value $14,045,248.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 144,350 shares
    Change vs previous 13F -5,719 shares

    0.58% of the 13F portfolio, value $12,672,473.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 150,069 shares
    Change vs previous 13F +25,700 shares

    0.71% of the 13F portfolio, value $13,558,750.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 124,369 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $10,043,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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