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Disclosery

Sierra Legacy Group: WMT position timeline

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

Sierra Legacy Group held 3,400 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,400 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $385,084.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 3,400 shares
    Change vs previous 13F -3,050 shares

    0.32% of the 13F portfolio, value $422,552.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 6,450 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $718,595.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 6,450 shares
    Change vs previous 13F -2,500 shares

    0.49% of the 13F portfolio, value $664,737.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 8,950 shares
    Change vs previous 13F -50 shares

    0.68% of the 13F portfolio, value $875,131.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 9,000 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $790,110.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 9,000 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $813,150.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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