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USA FINANCIAL FORMULAS: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USA FINANCIAL FORMULAS on WMT, newest first. How the timeline and the estimate are built.

USA FINANCIAL FORMULAS held 598 WMT shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 598 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $74,319.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 894 shares
    Change vs previous 13F -366 shares

    0.02% of the 13F portfolio, value $99,601.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,260 shares
    Change vs previous 13F -303 shares

    0.02% of the 13F portfolio, value $129,856.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,563 shares
    Change vs previous 13F -10,658 shares

    0.03% of the 13F portfolio, value $152,830.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,221 shares
    Change vs previous 13F -1,621 shares

    0.18% of the 13F portfolio, value $1,072,882.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,842 shares
    Change vs previous 13F -913 shares

    0.2% of the 13F portfolio, value $1,250,625.

    13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,755 shares
    Change vs previous 13F +2,276 shares

    0.19% of the 13F portfolio, value $1,191,466.

    13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 12,479 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $844,953.

    13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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