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WESPAC Advisors SoCal, LLC: WMT position timeline

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

WESPAC Advisors SoCal, LLC held 147,022 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 147,022 shares
    Change vs previous 13F -824 shares

    2.77% of the 13F portfolio, value $15,278,485.

    13F-HR 0001172661-26-004511 filed by WESPAC Advisors SoCal, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 147,846 shares
    Change vs previous 13F +1,007 shares

    3% of the 13F portfolio, value $16,745,045.

    13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 146,839 shares
    Change vs previous 13F -2,933 shares

    3.88% of the 13F portfolio, value $18,249,195.

    13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 149,772 shares
    Change vs previous 13F -517 shares

    3.36% of the 13F portfolio, value $16,686,093.

    13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 150,289 shares
    Change vs previous 13F -4,381 shares

    3.15% of the 13F portfolio, value $15,488,779.

    13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 154,670 shares
    Change vs previous 13F -1,841 shares

    3.37% of the 13F portfolio, value $15,123,664.

    13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 156,511 shares
    Change vs previous 13F -14,681 shares

    3.58% of the 13F portfolio, value $13,740,123.

    13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 171,192 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $15,467,197.

    13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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