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Kestra Advisory Services, LLC: WMT position timeline

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

Kestra Advisory Services, LLC held 1,292,350 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,292,350 shares
    Change vs previous 13F -75,736 shares

    0.32% of the 13F portfolio, value $146,371,679.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 405,349 shares
    • Kestra Advisory Services, LLC: 880,823 shares
    • Kestra Investment Management, LLC: 6,178 shares

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

  2. period ended2026-03-31
    13F 1,368,086 shares
    Change vs previous 13F +52,267 shares

    0.42% of the 13F portfolio, value $170,025,804.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 426,647 shares
    • Kestra Advisory Services, LLC: 936,866 shares
    • Kestra Investment Management, LLC: 4,573 shares

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

  3. period ended2025-12-31
    13F 1,315,819 shares
    Change vs previous 13F +26,482 shares

    0.4% of the 13F portfolio, value $146,595,416.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 439,946 shares
    • Kestra Advisory Services, LLC: 869,454 shares
    • Kestra Investment Management, LLC: 6,419 shares

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

  4. period ended2025-09-30
    13F 1,289,337 shares
    Change vs previous 13F +197,397 shares

    0.4% of the 13F portfolio, value $132,879,106.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 431,980 shares
    • Kestra Advisory Services, LLC: 851,538 shares
    • Kestra Investment Management, LLC: 5,819 shares

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

  5. period ended2025-06-30
    13F/A 1,091,940 shares
    Change vs previous 13F -45,130 shares

    0.35% of the 13F portfolio, value $106,769,896.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 407,403 shares
    • Kestra Advisory Services, LLC: 675,377 shares
    • Kestra Investment Management, LLC: 9,160 shares

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

  6. period ended2025-03-31
    13F/A 1,137,070 shares
    Change vs previous 13F -728 shares

    0.33% of the 13F portfolio, value $99,823,376.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 387,571 shares
    • Kestra Advisory Services, LLC: 738,134 shares
    • Kestra Investment Management, LLC: 11,365 shares

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

  7. period ended2024-12-31
    13F 1,137,798 shares
    Change vs previous 13F -15,268 shares

    0.39% of the 13F portfolio, value $102,955,571.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 378,774 shares
    • Kestra Advisory Services, LLC: 749,385 shares
    • Kestra Investment Management, LLC: 9,639 shares

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

  8. period ended2024-09-30
    13F 1,153,066 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $93,110,059.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 344,535 shares
    • Kestra Advisory Services, LLC: 798,538 shares
    • Kestra Investment Management, LLC: 9,993 shares

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