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Summit Place Financial Advisors, LLC: WMT position timeline

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

Summit Place Financial Advisors, LLC held 38,964 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,964 shares
    Change vs previous 13F -561 shares

    1.93% of the 13F portfolio, value $4,413,098.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, 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 39,525 shares
    Change vs previous 13F -2,677 shares

    2.36% of the 13F portfolio, value $4,912,187.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, 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 42,202 shares
    Change vs previous 13F -1,475 shares

    2.28% of the 13F portfolio, value $4,701,725.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, 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 43,677 shares
    Change vs previous 13F +55 shares

    2.12% of the 13F portfolio, value $4,501,352.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, 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 43,622 shares
    Change vs previous 13F +274 shares

    2.15% of the 13F portfolio, value $4,265,341.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial Advisors, 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 43,348 shares
    Change vs previous 13F -1,575 shares

    2.15% of the 13F portfolio, value $3,805,557.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial Advisors, 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 44,923 shares
    Change vs previous 13F -3,240 shares

    2.31% of the 13F portfolio, value $4,058,815.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, 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 48,163 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,889,182.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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