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Magnus Financial Group LLC: WMT position timeline

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

Magnus Financial Group LLC held 25,810 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,810 shares
    Change vs previous 13F +456 shares

    0.21% of the 13F portfolio, value $2,923,236.

    13F-HR 0001951757-26-000961 filed by Magnus 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 25,354 shares
    Change vs previous 13F -3,744 shares

    0.26% of the 13F portfolio, value $3,150,966.

    13F-HR 0001951757-26-000579 filed by Magnus 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 29,098 shares
    Change vs previous 13F +4,092 shares

    0.25% of the 13F portfolio, value $3,241,766.

    13F-HR 0001951757-26-000023 filed by Magnus 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 25,006 shares
    Change vs previous 13F +5,230 shares

    0.2% of the 13F portfolio, value $2,577,082.

    13F-HR 0001951757-25-001193 filed by Magnus 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 19,776 shares
    Change vs previous 13F -526 shares

    0.17% of the 13F portfolio, value $1,933,649.

    13F-HR 0001951757-25-000865 filed by Magnus 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 20,302 shares
    Change vs previous 13F +263 shares

    0.17% of the 13F portfolio, value $1,782,279.

    13F-HR 0001951757-25-000315 filed by Magnus 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 20,039 shares
    Change vs previous 13F +729 shares

    0.17% of the 13F portfolio, value $1,810,538.

    13F-HR 0001951757-25-000069 filed by Magnus 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 19,310 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,559,296.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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