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Steward Partners Investment Advisory, LLC: WMT position timeline

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

Steward Partners Investment Advisory, LLC held 1,132,289 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,132,289 shares
    Change vs previous 13F +23,924 shares

    0.65% of the 13F portfolio, value $128,243,063.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 1,108,365 shares
    Change vs previous 13F +157,444 shares

    0.7% of the 13F portfolio, value $137,747,498.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 950,921 shares
    Change vs previous 13F +19,697 shares

    0.58% of the 13F portfolio, value $105,942,109.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 931,224 shares
    Change vs previous 13F -46,370 shares

    0.55% of the 13F portfolio, value $95,971,942.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 977,594 shares
    Change vs previous 13F +24,629 shares

    0.75% of the 13F portfolio, value $95,589,049.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 952,965 shares
    Change vs previous 13F -69,358 shares

    0.74% of the 13F portfolio, value $83,660,726.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 1,022,323 shares
    Change vs previous 13F +26,431 shares

    0.82% of the 13F portfolio, value $92,366,966.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 995,892 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $80,418,266.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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