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Smart Money Group LLC: WMT position timeline

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

Smart Money Group LLC held 8,205 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,205 shares
    Change vs previous 13F -217 shares

    0.24% of the 13F portfolio, value $929,342.

    13F-HR 0001728866-26-000005 filed by Smart Money 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 8,422 shares
    Change vs previous 13F +29 shares

    0.3% of the 13F portfolio, value $1,046,650.

    13F-HR 0001728866-26-000004 filed by Smart Money 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 8,393 shares
    Change vs previous 13F -352 shares

    0.27% of the 13F portfolio, value $935,073.

    13F-HR 0001728866-26-000001 filed by Smart Money 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 8,745 shares
    Change vs previous 13F +116 shares

    0.27% of the 13F portfolio, value $901,268.

    13F-HR 0001728866-25-000004 filed by Smart Money 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 8,629 shares
    Change vs previous 13F +551 shares

    0.26% of the 13F portfolio, value $843,779.

    13F-HR 0001765380-25-000302 filed by Smart Money 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/A 8,078 shares
    Change vs previous 13F -1,195 shares

    0.24% of the 13F portfolio, value $709,153.

    13F-HR/A 0001765380-25-000217 filed by Smart Money 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 9,273 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $837,790.

    13F-HR 0001728866-25-000001 filed by Smart Money 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 9,273 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $759,899.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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