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Disclosery

Trinity Financial Advisors LLC: WMT position timeline

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

Trinity Financial Advisors LLC held 8,498 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,498 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $883,115.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,498 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $962,486.

    13F-HR 0001809574-26-000004 filed by Trinity 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 ended2026-03-31
    13F 8,498 shares
    Change vs previous 13F -435 shares

    0.3% of the 13F portfolio, value $1,058,237.

    13F-HR 0001809574-26-000003 filed by Trinity 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 ended2025-12-31
    13F 8,933 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $997,327.

    13F-HR 0001809574-26-000001 filed by Trinity 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 ended2025-09-30
    13F 8,923 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $919,606.

    13F-HR 0001809574-25-000009 filed by Trinity 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 ended2025-06-30
    13F 8,923 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $872,492.

    13F-HR 0001809574-25-000007 filed by Trinity 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 ended2025-03-31
    13F/A 8,923 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $780,719.

    13F-HR/A 0001809574-25-000006 filed by Trinity 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 ended2024-12-31
    13F 8,923 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $804,922.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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