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Disclosery

Wolf Group Capital Advisors: WMT position timeline

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

Wolf Group Capital Advisors held 5,140 WMT shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,140 shares
    Change vs previous 13F +5,140 shares

    0.15% of the 13F portfolio, value $451,241.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -3,615 shares

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-06-30
    13F 3,615 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $244,772.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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