Skip to content
Disclosery

Wealthspire Advisors, LLC: WMT position timeline

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

Wealthspire Advisors, LLC held 159,109 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 159,109 shares
    Change vs previous 13F +65,644 shares

    0.1% of the 13F portfolio, value $18,020,764.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 93,465 shares
    Change vs previous 13F -18,419 shares

    0.09% of the 13F portfolio, value $11,615,863.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 111,884 shares
    Change vs previous 13F -41,946 shares

    0.1% of the 13F portfolio, value $12,464,999.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 153,830 shares
    Change vs previous 13F -33,050 shares

    0.08% of the 13F portfolio, value $15,853,680.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 186,880 shares
    Change vs previous 13F +16,864 shares

    0.1% of the 13F portfolio, value $18,273,142.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 170,016 shares
    Change vs previous 13F +88,154 shares

    0.09% of the 13F portfolio, value $14,925,706.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 81,862 shares
    Change vs previous 13F +10,913 shares

    0.07% of the 13F portfolio, value $7,396,202.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 70,949 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,729,132.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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