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Disclosery

Advisor OS, LLC: WMT position timeline

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

Advisor OS, LLC held 35,035 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,035 shares
    Change vs previous 13F -1,634 shares

    0.26% of the 13F portfolio, value $3,968,030.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 36,669 shares
    Change vs previous 13F -1,432 shares

    0.33% of the 13F portfolio, value $4,557,244.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 38,101 shares
    Change vs previous 13F +2,529 shares

    0.34% of the 13F portfolio, value $4,244,764.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 35,572 shares
    Change vs previous 13F +3,572 shares

    0.32% of the 13F portfolio, value $3,665,987.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 32,000 shares
    Change vs previous 13F +3,855 shares

    0.31% of the 13F portfolio, value $3,128,915.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 28,145 shares
    Change vs previous 13F -3,558 shares

    0.28% of the 13F portfolio, value $2,470,882.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 31,703 shares
    Change vs previous 13F +662 shares

    0.33% of the 13F portfolio, value $2,864,386.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 31,041 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,506,624.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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