Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$529,717
-$954,931 QoQ
Shares Held
4,677
-60.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,271
of 4,382 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $2,700,995 across 4 Discount Stores names. WMT ranks #3 (19.6% of the industry book) .
All Filings in WMT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,717 | 4,677 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,484,648 | 11,946 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,276,981 | 11,462 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $951,759 | 9,235 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $761,510 | 7,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $646,309 | 7,362 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $687,021 | 7,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $594,885 | 7,367 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $485,683 | 7,173 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $430,155 | 7,149 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $339,105 | 2,151 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $391,988 | 2,451 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $337,936 | 2,150 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $308,612 | 2,093 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $297,900 | 2,101 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $220,699 | 1,482 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||