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Disclosery

MFA Wealth Services: WMT position timeline

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

MFA Wealth Services held 10,629 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,629 shares
    Change vs previous 13F -280 shares

    0.72% of the 13F portfolio, value $1,203,791.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 10,909 shares
    Change vs previous 13F +80 shares

    0.9% of the 13F portfolio, value $1,355,826.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 10,829 shares
    Change vs previous 13F +175 shares

    0.82% of the 13F portfolio, value $1,206,487.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 10,654 shares
    Change vs previous 13F +191 shares

    0.76% of the 13F portfolio, value $1,097,988.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 10,463 shares
    Change vs previous 13F +93 shares

    0.77% of the 13F portfolio, value $1,023,049.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 10,370 shares
    Change vs previous 13F -1,268 shares

    0.75% of the 13F portfolio, value $910,425.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 11,638 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,051,471.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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