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Westover Capital Advisors, LLC: WMT position timeline

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

Westover Capital Advisors, LLC held 50,238 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,238 shares
    Change vs previous 13F +883 shares

    0.95% of the 13F portfolio, value $5,690,012.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 49,355 shares
    Change vs previous 13F -549 shares

    1.13% of the 13F portfolio, value $6,133,900.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 49,904 shares
    Change vs previous 13F -886 shares

    1.01% of the 13F portfolio, value $5,559,859.

    13F-HR 0001483467-26-000001 filed by Westover Capital 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 50,790 shares
    Change vs previous 13F +728 shares

    0.97% of the 13F portfolio, value $5,234,468.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 50,062 shares
    Change vs previous 13F +252 shares

    0.98% of the 13F portfolio, value $4,895,110.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 49,810 shares
    Change vs previous 13F +8,409 shares

    0.97% of the 13F portfolio, value $4,372,912.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 41,401 shares
    Change vs previous 13F -1,285 shares

    0.82% of the 13F portfolio, value $3,740,625.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 42,686 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,446,934.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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