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VestGen Advisors, LLC: WMT position timeline

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

VestGen Advisors, LLC held 164,218 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,218 shares
    Change vs previous 13F -1,072 shares

    0.55% of the 13F portfolio, value $18,599,382.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 165,290 shares
    Change vs previous 13F +13,148 shares

    0.6% of the 13F portfolio, value $21,545,498.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 152,142 shares
    Change vs previous 13F +18,623 shares

    0.72% of the 13F portfolio, value $16,950,143.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 133,519 shares
    Change vs previous 13F +29,298 shares

    0.46% of the 13F portfolio, value $13,760,510.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 104,221 shares
    Change vs previous 13F +9,623 shares

    0.41% of the 13F portfolio, value $10,269,033.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 94,598 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,304,731.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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