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Sage Investment Advisers LLC: WMT position timeline

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

Sage Investment Advisers LLC held 2,564 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 2,564 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $290,353.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers 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 2,562 shares
    Change vs previous 13F -99 shares

    0.24% of the 13F portfolio, value $319,551.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers 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 2,661 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $296,472.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,708 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $218,652.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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