Skip to content
Disclosery

Sonora Investment Management Group, LLC: WMT position timeline

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

Sonora Investment Management Group, LLC held 303,403 WMT shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 303,403 shares
    Change vs previous 13F -5,346 shares

    2.21% of the 13F portfolio, value $31,268,669.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management 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 ended2025-06-30
    13F 308,749 shares
    Change vs previous 13F -2,950 shares

    2.24% of the 13F portfolio, value $30,189,503.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management 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 ended2025-03-31
    13F 311,699 shares
    Change vs previous 13F -33 shares

    2.17% of the 13F portfolio, value $27,364,030.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management 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 ended2024-12-31
    13F 311,732 shares
    Change vs previous 13F +1,326 shares

    2.16% of the 13F portfolio, value $28,164,980.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management 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 ended2024-09-30
    13F 310,406 shares
    Change vs previous 13F +272 shares

    1.86% of the 13F portfolio, value $25,065,258.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management 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 ended2024-06-30
    13F 310,134 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $18,660,751.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management 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 ended2024-03-31
    13F 310,134 shares
    Change vs previous 13F +208,900 shares

    1.46% of the 13F portfolio, value $18,660,751.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management 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 ended2023-12-31
    13F 101,234 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $15,959,534.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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