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Trail Ridge Investment Advisors, LLC: WMT position timeline

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

Trail Ridge Investment Advisors, LLC held 3,558 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 3,558 shares
    Change vs previous 13F -268 shares

    0.17% of the 13F portfolio, value $402,991.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment 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 3,826 shares
    Change vs previous 13F +215 shares

    0.21% of the 13F portfolio, value $475,499.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment 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 3,611 shares
    Change vs previous 13F +110 shares

    0.17% of the 13F portfolio, value $402,305.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment 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 3,501 shares
    Change vs previous 13F +170 shares

    0.16% of the 13F portfolio, value $360,816.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment 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 3,331 shares
    Change vs previous 13F -496 shares

    0.16% of the 13F portfolio, value $326,374.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment 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 3,827 shares
    Change vs previous 13F -700 shares

    0.17% of the 13F portfolio, value $335,972.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment 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 4,527 shares
    Change vs previous 13F +215 shares

    0.19% of the 13F portfolio, value $409,014.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment 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 4,312 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $359,060.

    13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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