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SARD WEALTH MANAGEMENT GROUP, LLC: WMT position timeline

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

SARD WEALTH MANAGEMENT GROUP, LLC held 4,144 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,144 shares
    Change vs previous 13F -24 shares

    0.22% of the 13F portfolio, value $469,317.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT 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 4,168 shares
    Change vs previous 13F -121 shares

    0.28% of the 13F portfolio, value $517,950.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT 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 4,289 shares
    Change vs previous 13F +924 shares

    0.26% of the 13F portfolio, value $477,876.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT 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 3,365 shares
    Change vs previous 13F +118 shares

    0.2% of the 13F portfolio, value $346,833.

    13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT 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 3,247 shares
    Change vs previous 13F -47 shares

    0.2% of the 13F portfolio, value $317,507.

    13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT 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 3,294 shares
    Change vs previous 13F +306 shares

    0.19% of the 13F portfolio, value $289,193.

    13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT 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 2,988 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $269,964.

    13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT 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 3,088 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $249,354.

    13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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