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Disclosery

Allegheny Financial Group: WMT position timeline

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

Allegheny Financial Group held 10,345 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,345 shares
    Change vs previous 13F -42 shares

    0.12% of the 13F portfolio, value $1,171,744.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,387 shares
    Change vs previous 13F -126 shares

    0.17% of the 13F portfolio, value $1,290,967.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,513 shares
    Change vs previous 13F +538 shares

    0.17% of the 13F portfolio, value $1,171,329.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,975 shares
    Change vs previous 13F +505 shares

    0.19% of the 13F portfolio, value $1,028,094.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,470 shares
    Change vs previous 13F +1,982 shares

    0.21% of the 13F portfolio, value $926,027.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,488 shares
    Change vs previous 13F +2,482 shares

    0.17% of the 13F portfolio, value $657,442.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,006 shares
    Change vs previous 13F +480 shares

    0.12% of the 13F portfolio, value $452,362.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,526 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $365,452.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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