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Disclosery

SFG Wealth Management, LLC.: WMT position timeline

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

SFG Wealth Management, LLC. held 18,870 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,870 shares
    Change vs previous 13F -122 shares

    0.77% of the 13F portfolio, value $2,137,227.

    13F-HR 0001908914-26-000005 filed by SFG Wealth Management, 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 18,992 shares
    Change vs previous 13F -1,042 shares

    0.97% of the 13F portfolio, value $2,360,265.

    13F-HR 0001908914-26-000003 filed by SFG Wealth Management, 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 20,034 shares
    Change vs previous 13F -1,309 shares

    0.88% of the 13F portfolio, value $2,231,950.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, 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 21,343 shares
    Change vs previous 13F -2,191 shares

    0.95% of the 13F portfolio, value $2,199,574.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, 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 23,534 shares
    Change vs previous 13F -1,829 shares

    1.39% of the 13F portfolio, value $2,301,175.

    13F-HR 0001085146-25-004187 filed by SFG Wealth Management, 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 25,363 shares
    Change vs previous 13F -3,490 shares

    1.09% of the 13F portfolio, value $2,226,619.

    13F-HR 0001085146-25-002300 filed by SFG Wealth Management, 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 28,853 shares
    Change vs previous 13F +23,757 shares

    1.37% of the 13F portfolio, value $2,606,912.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 5,096 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $411,541.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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