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Disclosery

TFG Advisers LLC: WMT position timeline

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

TFG Advisers LLC held 8,985 WMT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,985 shares
    Change vs previous 13F +635 shares

    0.3% of the 13F portfolio, value $878,593.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,350 shares
    Change vs previous 13F +79 shares

    0.27% of the 13F portfolio, value $733,013.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,271 shares
    Change vs previous 13F -116 shares

    0.27% of the 13F portfolio, value $747,263.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,387 shares
    Change vs previous 13F -98 shares

    0.24% of the 13F portfolio, value $677,231.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,485 shares
    Change vs previous 13F -114 shares

    0.22% of the 13F portfolio, value $574,493.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,599 shares
    Change vs previous 13F +5,808 shares

    0.2% of the 13F portfolio, value $517,412.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,791 shares
    Change vs previous 13F +136 shares

    0.18% of the 13F portfolio, value $440,058.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,655 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $424,672.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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