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Disclosery

XML Financial, LLC: WMT position timeline

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

XML Financial, LLC held 25,097 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,097 shares
    Change vs previous 13F -177 shares

    0.21% of the 13F portfolio, value $2,842,493.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 25,274 shares
    Change vs previous 13F -106 shares

    0.25% of the 13F portfolio, value $3,141,086.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 25,380 shares
    Change vs previous 13F -1,776 shares

    0.23% of the 13F portfolio, value $2,827,530.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 27,156 shares
    Change vs previous 13F -302 shares

    0.23% of the 13F portfolio, value $2,798,740.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 27,458 shares
    Change vs previous 13F +339 shares

    0.23% of the 13F portfolio, value $2,684,908.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 27,119 shares
    Change vs previous 13F +551 shares

    0.22% of the 13F portfolio, value $2,380,830.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 26,568 shares
    Change vs previous 13F +2,053 shares

    0.22% of the 13F portfolio, value $2,400,445.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 24,515 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,979,602.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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