Skip to content
Disclosery

SevenBridge Financial Group, LLC: WMT position timeline

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

SevenBridge Financial Group, LLC held 78,144 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 78,144 shares
    Change vs previous 13F +258 shares

    1.29% of the 13F portfolio, value $8,740,374.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial 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 77,886 shares
    Change vs previous 13F -2,161 shares

    1.59% of the 13F portfolio, value $10,123,675.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial 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 80,047 shares
    Change vs previous 13F +1,789 shares

    1.51% of the 13F portfolio, value $9,416,702.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial 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 78,258 shares
    Change vs previous 13F +1,532 shares

    1.33% of the 13F portfolio, value $8,095,018.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial 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 76,726 shares
    Change vs previous 13F +1,979 shares

    1.4% of the 13F portfolio, value $7,950,386.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial 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 74,747 shares
    Change vs previous 13F -5,506 shares

    1.42% of the 13F portfolio, value $7,231,771.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial 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 80,253 shares
    Change vs previous 13F +1,306 shares

    1.56% of the 13F portfolio, value $8,223,518.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial 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 78,947 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $6,648,121.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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