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Wealthcare Advisory Partners LLC: WMT position timeline

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

Wealthcare Advisory Partners LLC held 50,134 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,134 shares
    Change vs previous 13F -3,978 shares

    0.1% of the 13F portfolio, value $5,678,211.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 39,188 shares
    • Wealthcare Capital Partners, LLC: 10,946 shares

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

  2. period ended2026-03-31
    13F 54,112 shares
    Change vs previous 13F -29,972 shares

    0.13% of the 13F portfolio, value $6,725,038.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 43,179 shares
    • Wealthcare Capital Partners, LLC: 10,933 shares

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

  3. period ended2025-12-31
    13F 84,084 shares
    Change vs previous 13F +3,379 shares

    0.18% of the 13F portfolio, value $9,367,842.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 76,090 shares
    • Wealthcare Capital Partners, LLC: 7,994 shares

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

  4. period ended2025-09-30
    13F 80,705 shares
    Change vs previous 13F -79 shares

    0.17% of the 13F portfolio, value $8,317,415.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 72,625 shares
    • Wealthcare Capital Partners, LLC: 8,080 shares

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

  5. period ended2025-06-30
    13F 80,784 shares
    Change vs previous 13F +2,410 shares

    0.17% of the 13F portfolio, value $7,899,091.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 72,185 shares
    • Wealthcare Capital Partners, LLC: 8,599 shares

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

  6. period ended2025-03-31
    13F 78,374 shares
    Change vs previous 13F -162 shares

    0.18% of the 13F portfolio, value $6,880,501.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 71,242 shares
    • Wealthcare Capital Partners, LLC: 7,132 shares

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

  7. period ended2024-12-31
    13F 78,536 shares
    Change vs previous 13F +5,054 shares

    0.19% of the 13F portfolio, value $7,095,738.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 71,979 shares
    • Wealthcare Capital Partners, LLC: 6,557 shares

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

  8. period ended2024-09-30
    13F 73,482 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,933,707.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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