USAdvisors Wealth Management, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on WMT, newest first. How the timeline and the estimate are built.
USAdvisors Wealth Management, LLC held 10,455 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,455 sharesChange vs previous 13F -274 shares
0.34% of the 13F portfolio, value $1,184,000.
13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,729 sharesChange vs previous 13F +607 shares
0.44% of the 13F portfolio, value $1,325,000.
13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,122 sharesChange vs previous 13F -27 shares
0.37% of the 13F portfolio, value $1,127,000.
13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,149 sharesChange vs previous 13F +20 shares
0.36% of the 13F portfolio, value $1,046,000.
13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,129 sharesChange vs previous 13F -327 shares
0.37% of the 13F portfolio, value $991,000.
13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,456 sharesChange vs previous 13F -568 shares
0.32% of the 13F portfolio, value $917,000.
13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,024 sharesChange vs previous 13F -47 shares
0.32% of the 13F portfolio, value $996,000.
13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,071 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $883,000.
13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).