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AmeriServ Wealth Advisors: WMT position timeline

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

AmeriServ Wealth Advisors held 4,539 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,539 shares
    Change vs previous 13F -4,000 shares

    0.34% of the 13F portfolio, value $514,086.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 8,539 shares
    Change vs previous 13F -385 shares

    0.68% of the 13F portfolio, value $1,061,226.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 8,924 shares
    Change vs previous 13F -417 shares

    0.58% of the 13F portfolio, value $994,221.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 9,341 shares
    Change vs previous 13F +173 shares

    0.49% of the 13F portfolio, value $962,683.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 9,168 shares
    Change vs previous 13F -307 shares

    0.44% of the 13F portfolio, value $896,446.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 9,475 shares
    Change vs previous 13F -447 shares

    0.48% of the 13F portfolio, value $831,810.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 9,922 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $896,452.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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