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Disclosery

Gradient Investments LLC: WMT position timeline

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

Gradient Investments LLC held 390,716 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 390,716 shares
    Change vs previous 13F +2,932 shares

    0.58% of the 13F portfolio, value $40,603,206.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 387,784 shares
    Change vs previous 13F +4,686 shares

    0.61% of the 13F portfolio, value $43,920,410.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 383,098 shares
    Change vs previous 13F -25,416 shares

    0.74% of the 13F portfolio, value $47,611,361.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 408,514 shares
    Change vs previous 13F -12,183 shares

    0.72% of the 13F portfolio, value $45,512,561.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 420,697 shares
    Change vs previous 13F +23,995 shares

    0.72% of the 13F portfolio, value $43,357,046.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 396,702 shares
    Change vs previous 13F -11,227 shares

    0.71% of the 13F portfolio, value $38,789,496.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 407,929 shares
    Change vs previous 13F +51,647 shares

    0.72% of the 13F portfolio, value $35,812,098.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 356,282 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $32,190,034.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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