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Disclosery

Wealth Group Ltd: WMT position timeline

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

Wealth Group Ltd held 4,547 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,547 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $474,070.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,547 shares
    Change vs previous 13F +268 shares

    0.1% of the 13F portfolio, value $514,993.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 4,279 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $531,794.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 4,279 shares
    Change vs previous 13F -376 shares

    0.11% of the 13F portfolio, value $476,723.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 4,655 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $479,744.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 4,595 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $449,299.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 4,595 shares
    Change vs previous 13F +200 shares

    0.12% of the 13F portfolio, value $403,395.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 4,395 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $397,088.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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