Skip to content
Disclosery

Bleakley Financial Group, LLC: WMT position timeline

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

Bleakley Financial Group, LLC held 168,635 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,635 shares
    Change vs previous 13F +10,900 shares

    0.24% of the 13F portfolio, value $19,099,580.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, LLC
    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 157,735 shares
    Change vs previous 13F +2,130 shares

    0.31% of the 13F portfolio, value $19,603,357.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, LLC
    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 155,605 shares
    Change vs previous 13F +18,266 shares

    0.3% of the 13F portfolio, value $17,335,999.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 137,339 shares
    Change vs previous 13F -1,357 shares

    0.33% of the 13F portfolio, value $14,154,148.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 138,696 shares
    Change vs previous 13F +8,127 shares

    0.34% of the 13F portfolio, value $13,561,708.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 130,569 shares
    Change vs previous 13F +2,215 shares

    0.37% of the 13F portfolio, value $11,462,649.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
    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 128,354 shares
    Change vs previous 13F -4,589 shares

    0.35% of the 13F portfolio, value $11,596,782.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 132,943 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,735,177.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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