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Diversify Advisory Services, LLC: WMT position timeline

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

Diversify Advisory Services, LLC held 196,662 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,662 shares
    Change vs previous 13F +97,406 shares

    0.18% of the 13F portfolio, value $21,974,974.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 98,331 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 98,331 shares

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

  2. period ended2026-03-31
    13F 99,256 shares
    Change vs previous 13F +2,190 shares

    0.23% of the 13F portfolio, value $12,705,788.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 99,256 shares

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

  3. period ended2025-12-31
    13F 97,066 shares
    Change vs previous 13F -12,428 shares

    0.22% of the 13F portfolio, value $11,665,656.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,170 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 70,896 shares

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

  4. period ended2025-09-30
    13F 109,494 shares
    Change vs previous 13F +7,491 shares

    0.24% of the 13F portfolio, value $11,123,516.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 39,215 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 70,279 shares

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

  5. period ended2025-06-30
    13F 102,003 shares
    Change vs previous 13F -12,676 shares

    0.25% of the 13F portfolio, value $10,569,542.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,898 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,105 shares

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

  6. period ended2025-03-31
    13F 114,679 shares
    Change vs previous 13F +23,554 shares

    0.37% of the 13F portfolio, value $11,013,813.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 51,361 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 63,318 shares

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

  7. period ended2024-12-31
    13F 91,125 shares
    Change vs previous 13F +8,351 shares

    0.27% of the 13F portfolio, value $8,474,672.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,310 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 70,815 shares

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

  8. period ended2024-09-30
    13F 82,774 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,868,647.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,158 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 63,616 shares

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