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Signature Wealth Management Group: WMT position timeline

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

Signature Wealth Management Group held 7,480 WMT shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,480 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $929,614.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,480 shares
    Change vs previous 13F -512 shares

    0.34% of the 13F portfolio, value $833,347.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,992 shares
    Change vs previous 13F -1,703 shares

    0.32% of the 13F portfolio, value $823,656.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,695 shares
    Change vs previous 13F +86 shares

    0.37% of the 13F portfolio, value $947,977.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,609 shares
    Change vs previous 13F -196 shares

    0.33% of the 13F portfolio, value $843,574.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,805 shares
    Change vs previous 13F -336 shares

    0.36% of the 13F portfolio, value $885,882.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,141 shares
    Change vs previous 13F -369 shares

    0.33% of the 13F portfolio, value $818,886.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 10,510 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $711,632.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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