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Safeguard Investment Advisory Group, LLC: WMT position timeline

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

Safeguard Investment Advisory Group, LLC held 6,924 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,924 shares
    Change vs previous 13F +646 shares

    0.18% of the 13F portfolio, value $784,076.

    13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory 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 6,278 shares
    Change vs previous 13F -928 shares

    0.22% of the 13F portfolio, value $780,289.

    13F-HR 0001172661-26-001861 filed by Safeguard Investment Advisory 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 7,206 shares
    Change vs previous 13F -953 shares

    0.21% of the 13F portfolio, value $802,864.

    13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory 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 8,159 shares
    Change vs previous 13F -1,354 shares

    0.21% of the 13F portfolio, value $840,873.

    13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory 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 9,513 shares
    Change vs previous 13F +1,069 shares

    0.23% of the 13F portfolio, value $930,304.

    13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory 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 8,444 shares
    Change vs previous 13F -838 shares

    0.2% of the 13F portfolio, value $741,080.

    13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory 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 9,282 shares
    Change vs previous 13F -21 shares

    0.23% of the 13F portfolio, value $838,698.

    13F-HR 0001172661-25-001107 filed by Safeguard Investment Advisory 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 9,303 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $751,360.

    13F-HR 0001172661-24-004713 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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