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United Advisor Group, LLC: WMT position timeline

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

United Advisor Group, LLC held 40,998 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,998 shares
    Change vs previous 13F +1,347 shares

    0.49% of the 13F portfolio, value $4,643,416.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 39,651 shares
    Change vs previous 13F +335 shares

    0.61% of the 13F portfolio, value $4,928,343.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 39,316 shares
    Change vs previous 13F +1,964 shares

    0.56% of the 13F portfolio, value $4,380,776.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 37,352 shares
    Change vs previous 13F +4,343 shares

    0.52% of the 13F portfolio, value $3,849,532.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 33,009 shares
    Change vs previous 13F +4,485 shares

    0.56% of the 13F portfolio, value $3,227,591.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 28,524 shares
    Change vs previous 13F -4,648 shares

    0.51% of the 13F portfolio, value $2,504,122.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 33,172 shares
    Change vs previous 13F +1,988 shares

    0.59% of the 13F portfolio, value $2,997,084.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, 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 31,184 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,518,108.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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