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SAGE PRIVATE WEALTH GROUP, LLC: WMT position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 7,462 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,462 shares
    Change vs previous 13F +146 shares

    0.38% of the 13F portfolio, value $845,134.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE 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 7,316 shares
    Change vs previous 13F -341 shares

    0.46% of the 13F portfolio, value $909,249.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE 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 7,657 shares
    Change vs previous 13F -555 shares

    0.46% of the 13F portfolio, value $853,032.

    13F-HR 0001765380-26-000056 filed by SAGE PRIVATE 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 8,212 shares
    Change vs previous 13F +298 shares

    0.47% of the 13F portfolio, value $846,297.

    13F-HR 0001765380-25-000432 filed by SAGE PRIVATE 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 7,914 shares
    Change vs previous 13F +36 shares

    0.5% of the 13F portfolio, value $773,837.

    13F-HR 0001085146-25-004234 filed by SAGE PRIVATE 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 7,878 shares
    Change vs previous 13F -422 shares

    0.52% of the 13F portfolio, value $691,686.

    13F-HR 0001085146-25-002538 filed by SAGE PRIVATE 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 8,300 shares
    Change vs previous 13F -233 shares

    0.56% of the 13F portfolio, value $749,961.

    13F-HR 0001085146-25-000601 filed by SAGE PRIVATE 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 8,533 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $689,090.

    13F-HR 0001085146-25-000600 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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