WALLER FINANCIAL PLANNING GROUP, INC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on WMT, newest first. How the timeline and the estimate are built.
WALLER FINANCIAL PLANNING GROUP, INC held 3,498 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 3,498 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $363,561.
13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
Accepted , ingested - period ended2026-06-3013F 3,498 sharesChange vs previous 13F +806 shares
0.08% of the 13F portfolio, value $396,186.
13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,692 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $334,574.
13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,691 sharesChange vs previous 13F -50 shares
0.07% of the 13F portfolio, value $299,771.
13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,741 sharesChange vs previous 13F -1,545 shares
0.06% of the 13F portfolio, value $282,456.
13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,286 sharesChange vs previous 13F -439 shares
0.1% of the 13F portfolio, value $419,108.
13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,725 sharesChange vs previous 13F +1,921 shares
0.12% of the 13F portfolio, value $414,851.
13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,804 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $253,366.
13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).