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Focus Partners Wealth: WMT position timeline

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

Focus Partners Wealth held 3,698,104 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,698,104 shares
    Change vs previous 13F +161,580 shares

    0.38% of the 13F portfolio, value $418,848,204.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,431,240 shares
    • Focus Partners Advisor Solutions, LLC: 266,864 shares

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

  2. period ended2026-03-31
    13F 3,536,524 shares
    Change vs previous 13F -275,477 shares

    0.44% of the 13F portfolio, value $439,746,069.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,385,185 shares
    • Focus Partners Advisor Solutions, LLC: 151,339 shares

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

  3. period ended2025-12-31
    13F 3,812,001 shares
    Change vs previous 13F +1,187,188 shares

    0.44% of the 13F portfolio, value $421,839,785.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,520,855 shares
    • Focus Partners Advisor Solutions, LLC: 291,146 shares

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

  4. period ended2025-09-30
    13F 2,624,813 shares
    Change vs previous 13F +123,132 shares

    0.38% of the 13F portfolio, value $270,458,718.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,488,741 shares
    • Focus Partners Advisor Solutions, LLC: 136,072 shares

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

  5. period ended2025-06-30
    13F 2,501,681 shares
    Change vs previous 13F -54,500 shares

    0.46% of the 13F portfolio, value $244,610,152.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,391,296 shares
    • Focus Partners Advisor Solutions, LLC: 110,385 shares

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

  6. period ended2025-03-31
    13F/A 2,556,181 shares
    Change vs previous 13F -214,925 shares

    0.48% of the 13F portfolio, value $224,410,568.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,439,755 shares
    • Focus Partners Advisor Solutions, LLC: 116,426 shares

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

  7. period ended2024-12-31
    13F/A 2,771,106 shares
    Change vs previous 13F +68,181 shares

    0.56% of the 13F portfolio, value $250,370,231.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,680,308 shares
    • Focus Partners Advisor Solutions, LLC: 90,798 shares

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

  8. period ended2024-09-30
    13F 2,702,925 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $218,254,010.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,467,906 shares
    • Focus Partners Advisor Solutions, LLC: 235,019 shares

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