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Copley Financial Group, Inc.: WMT position timeline

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

Copley Financial Group, Inc. held 4,485 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,485 shares
    Change vs previous 13F -397 shares

    0.31% of the 13F portfolio, value $507,971.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
    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 4,882 shares
    Change vs previous 13F -168 shares

    0.37% of the 13F portfolio, value $606,735.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
    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 5,050 shares
    Change vs previous 13F -312 shares

    0.35% of the 13F portfolio, value $562,621.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    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 5,362 shares
    Change vs previous 13F -846 shares

    0.38% of the 13F portfolio, value $552,608.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    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 6,208 shares
    Change vs previous 13F -435 shares

    0.45% of the 13F portfolio, value $607,018.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
    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/A 6,643 shares
    Change vs previous 13F -305 shares

    0.45% of the 13F portfolio, value $583,189.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
    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 6,948 shares
    Change vs previous 13F +3,201 shares

    0.48% of the 13F portfolio, value $627,752.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
    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 3,747 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $302,571.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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