SageGuard Financial Group, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageGuard Financial Group, LLC on WMT, newest first. How the timeline and the estimate are built.
SageGuard Financial Group, LLC held 199,823 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 199,823 sharesChange vs previous 13F +4,785 shares
3.18% of the 13F portfolio, value $22,631,918.
13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 195,038 sharesChange vs previous 13F -10,447 shares
3.75% of the 13F portfolio, value $24,239,332.
13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 205,485 sharesChange vs previous 13F not available
3.64% of the 13F portfolio, value $22,893,034.
13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).