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Syverson Strege & Co: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syverson Strege & Co on WMT, newest first. How the timeline and the estimate are built.

Syverson Strege & Co held 22,256 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,256 shares
    Change vs previous 13F +4 shares

    0.55% of the 13F portfolio, value $2,520,738.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 22,252 shares
    Change vs previous 13F -371 shares

    0.67% of the 13F portfolio, value $2,765,520.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 22,623 shares
    Change vs previous 13F -1,880 shares

    0.6% of the 13F portfolio, value $2,520,395.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 24,503 shares
    Change vs previous 13F -6,051 shares

    0.61% of the 13F portfolio, value $2,525,246.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 30,554 shares
    Change vs previous 13F +18,352 shares

    0.71% of the 13F portfolio, value $2,987,547.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 12,202 shares
    Change vs previous 13F +139 shares

    0.34% of the 13F portfolio, value $1,071,245.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 12,063 shares
    Change vs previous 13F +1,524 shares

    0.36% of the 13F portfolio, value $1,089,852.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    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 10,539 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $850,989.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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