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Disclosery

Crown Wealth Group, LLC: WMT position timeline

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

Crown Wealth Group, LLC held 12,136 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,136 shares
    Change vs previous 13F +272 shares

    0.35% of the 13F portfolio, value $1,374,570.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 11,864 shares
    Change vs previous 13F +501 shares

    0.43% of the 13F portfolio, value $1,474,475.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 11,363 shares
    Change vs previous 13F +1,444 shares

    0.35% of the 13F portfolio, value $1,265,997.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 9,919 shares
    Change vs previous 13F +3,141 shares

    0.31% of the 13F portfolio, value $1,022,294.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 6,778 shares
    Change vs previous 13F +1,002 shares

    0.25% of the 13F portfolio, value $662,780.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 5,776 shares
    Change vs previous 13F +368 shares

    0.26% of the 13F portfolio, value $507,032.

    13F-HR 0001667731-25-000523 filed by Crown Wealth 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 5,408 shares
    Change vs previous 13F +42 shares

    0.2% of the 13F portfolio, value $488,576.

    13F-HR 0001667731-25-000203 filed by Crown Wealth 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 5,366 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $433,271.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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