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Syntegra Private Wealth Group, LLC: WMT position timeline

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

Syntegra Private Wealth Group, LLC held 26,504 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,504 shares
    Change vs previous 13F -1,233 shares

    0.21% of the 13F portfolio, value $2,754,304.

    13F-HR 0001172661-26-004509 filed by Syntegra Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,737 shares
    Change vs previous 13F +557 shares

    0.24% of the 13F portfolio, value $3,141,513.

    13F-HR 0001172661-26-002632 filed by Syntegra Private Wealth 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 27,180 shares
    Change vs previous 13F +2,820 shares

    0.32% of the 13F portfolio, value $3,377,876.

    13F-HR 0001172661-26-001544 filed by Syntegra Private Wealth 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 24,360 shares
    Change vs previous 13F -709 shares

    0.25% of the 13F portfolio, value $2,713,957.

    13F-HR 0001172661-26-000592 filed by Syntegra Private Wealth 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 25,069 shares
    Change vs previous 13F +616 shares

    0.24% of the 13F portfolio, value $2,583,620.

    13F-HR 0001172661-25-004297 filed by Syntegra Private Wealth 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 24,453 shares
    Change vs previous 13F +2,178 shares

    0.24% of the 13F portfolio, value $2,391,047.

    13F-HR 0001172661-25-002793 filed by Syntegra Private Wealth 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 22,275 shares
    Change vs previous 13F +1,038 shares

    0.23% of the 13F portfolio, value $1,955,484.

    13F-HR 0001172661-25-001626 filed by Syntegra Private Wealth 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 21,237 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,918,749.

    13F-HR 0001172661-25-000363 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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