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Trivium Point Advisory, LLC: WMT position timeline

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

Trivium Point Advisory, LLC held 66,341 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 66,341 shares
    Change vs previous 13F +10,723 shares

    0.68% of the 13F portfolio, value $7,513,760.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 55,618 shares
    Change vs previous 13F -11,369 shares

    1.25% of the 13F portfolio, value $6,912,153.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 66,987 shares
    Change vs previous 13F -520 shares

    0.75% of the 13F portfolio, value $7,463,053.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 67,507 shares
    Change vs previous 13F -2,674 shares

    0.71% of the 13F portfolio, value $6,957,288.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 70,181 shares
    Change vs previous 13F -645 shares

    0.74% of the 13F portfolio, value $6,862,254.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 70,826 shares
    Change vs previous 13F -209 shares

    0.77% of the 13F portfolio, value $6,217,844.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 71,035 shares
    Change vs previous 13F +8,178 shares

    0.81% of the 13F portfolio, value $6,418,010.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 62,857 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,374,283.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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