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Valmark Advisers, Inc.: WMT position timeline

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

Valmark Advisers, Inc. held 64,557 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 64,557 shares
    Change vs previous 13F -4,280 shares

    0.08% of the 13F portfolio, value $7,311,746.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 68,837 shares
    Change vs previous 13F +4,497 shares

    0.1% of the 13F portfolio, value $8,555,082.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 64,340 shares
    Change vs previous 13F +344 shares

    0.09% of the 13F portfolio, value $7,168,123.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 63,996 shares
    Change vs previous 13F +751 shares

    0.09% of the 13F portfolio, value $6,595,431.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 63,245 shares
    Change vs previous 13F +84 shares

    0.09% of the 13F portfolio, value $6,184,069.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 63,161 shares
    Change vs previous 13F -164 shares

    0.08% of the 13F portfolio, value $5,544,880.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 63,325 shares
    Change vs previous 13F +6,538 shares

    0.09% of the 13F portfolio, value $5,721,387.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 56,787 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,585,527.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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