Skip to content
Disclosery

TRAPHAGEN INVESTMENT ADVISORS LLC: WMT position timeline

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

TRAPHAGEN INVESTMENT ADVISORS LLC held 15,604 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,604 shares
    Change vs previous 13F +404 shares

    0.11% of the 13F portfolio, value $1,621,568.

    13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,200 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $1,721,504.

    13F-HR 0002023380-26-000003 filed by TRAPHAGEN 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 ended2026-03-31
    13F 14,846 shares
    Change vs previous 13F -22 shares

    0.15% of the 13F portfolio, value $1,845,021.

    13F-HR 0002023380-26-000002 filed by TRAPHAGEN 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 ended2025-12-31
    13F 14,868 shares
    Change vs previous 13F +175 shares

    0.14% of the 13F portfolio, value $1,656,426.

    13F-HR 0002023380-26-000001 filed by TRAPHAGEN 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 ended2025-09-30
    13F 14,693 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $1,514,291.

    13F-HR 0002023380-25-000007 filed by TRAPHAGEN 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 ended2025-06-30
    13F 14,617 shares
    Change vs previous 13F +1,219 shares

    0.14% of the 13F portfolio, value $1,429,209.

    13F-HR 0002023380-25-000006 filed by TRAPHAGEN 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 ended2025-03-31
    13F 13,398 shares
    Change vs previous 13F -230 shares

    0.12% of the 13F portfolio, value $1,176,168.

    13F-HR 0002023380-25-000002 filed by TRAPHAGEN 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 ended2024-12-31
    13F 13,628 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,231,283.

    13F-HR 0002023380-25-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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