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Disclosery

Stonebridge Financial Group, LLC: WMT position timeline

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

Stonebridge Financial Group, LLC held 70,795 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,795 shares
    Change vs previous 13F +1,606 shares

    0.54% of the 13F portfolio, value $7,357,021.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,189 shares
    Change vs previous 13F +658 shares

    0.59% of the 13F portfolio, value $7,836,303.

    13F-HR 0001999371-26-014273 filed by Stonebridge Financial 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 ended2026-03-31
    13F 68,531 shares
    Change vs previous 13F +413 shares

    0.7% of the 13F portfolio, value $8,517,026.

    13F-HR 0001999371-26-007873 filed by Stonebridge Financial 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 ended2025-12-31
    13F 68,118 shares
    Change vs previous 13F +1,408 shares

    0.65% of the 13F portfolio, value $7,588,988.

    13F-HR 0001999371-26-001274 filed by Stonebridge Financial 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 ended2025-09-30
    13F 66,710 shares
    Change vs previous 13F -673 shares

    0.61% of the 13F portfolio, value $6,875,150.

    13F-HR 0001999371-25-015688 filed by Stonebridge Financial 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 ended2025-06-30
    13F 67,383 shares
    Change vs previous 13F -2,530 shares

    0.64% of the 13F portfolio, value $6,588,742.

    13F-HR 0001999371-25-009685 filed by Stonebridge Financial 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 ended2025-03-31
    13F 69,913 shares
    Change vs previous 13F -379 shares

    0.65% of the 13F portfolio, value $6,137,683.

    13F-HR 0001999371-25-004732 filed by Stonebridge Financial 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 ended2024-12-31
    13F 70,292 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,350,838.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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