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Strategic Investment Advisors / MI: WMT position timeline

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

Strategic Investment Advisors / MI held 13,792 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,792 shares
    Change vs previous 13F -1,330 shares

    0.09% of the 13F portfolio, value $1,562,034.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 15,122 shares
    Change vs previous 13F +2,805 shares

    0.13% of the 13F portfolio, value $1,879,615.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 12,317 shares
    Change vs previous 13F -629 shares

    0.12% of the 13F portfolio, value $1,372,236.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 12,946 shares
    Change vs previous 13F -621 shares

    0.15% of the 13F portfolio, value $1,334,203.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 13,567 shares
    Change vs previous 13F +348 shares

    0.13% of the 13F portfolio, value $1,326,623.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 13,219 shares
    Change vs previous 13F +2,501 shares

    0.12% of the 13F portfolio, value $1,160,504.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 10,718 shares
    Change vs previous 13F -211 shares

    0.1% of the 13F portfolio, value $968,334.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 10,929 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $882,483.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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