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Disclosery

Capital Analysts, LLC: WMT position timeline

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

Capital Analysts, LLC held 230,262 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 230,262 shares
    Change vs previous 13F -2,340 shares

    0.6% of the 13F portfolio, value $26,079,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 232,602 shares
    Change vs previous 13F -7,551 shares

    0.76% of the 13F portfolio, value $28,910,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 240,153 shares
    Change vs previous 13F +1,822 shares

    0.74% of the 13F portfolio, value $26,756,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 238,331 shares
    Change vs previous 13F +3,262 shares

    0.72% of the 13F portfolio, value $24,562,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 235,069 shares
    Change vs previous 13F -4,656 shares

    0.77% of the 13F portfolio, value $22,985,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 239,725 shares
    Change vs previous 13F +2,241 shares

    0.78% of the 13F portfolio, value $21,045,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 237,484 shares
    Change vs previous 13F -10,856 shares

    0.86% of the 13F portfolio, value $21,457,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 248,340 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $20,053,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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