CrossGen Wealth, LLC: WMT position timeline

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

CrossGen Wealth, LLC held 38,868 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 38,868 shares
Change vs previous 13F -461 shares
3.42% of the 13F portfolio, value $4,402,164.
13F-HR 0002112179-26-000003 filed by CrossGen Wealth, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 39,329 shares
Change vs previous 13F -343 shares
4.29% of the 13F portfolio, value $4,887,858.
13F-HR 0002112179-26-000002 filed by CrossGen Wealth, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 39,672 shares
Change vs previous 13F not available
3.89% of the 13F portfolio, value $4,419,864.
13F-HR 0002112179-26-000001 filed by CrossGen Wealth, LLC
Filed 2026-02-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).