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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 157,447 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,447 shares
    Change vs previous 13F +110,577 shares

    4.45% of the 13F portfolio, value $17,832,000.

    13F-HR 0002013988-26-000003 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).

  2. period ended2026-03-31
    13F 46,870 shares
    Change vs previous 13F +1,092 shares

    5.43% of the 13F portfolio, value $5,825,000.

    13F-HR 0002013988-26-000002 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).

  3. period ended2025-12-31
    13F 45,778 shares
    Change vs previous 13F -79 shares

    4.97% of the 13F portfolio, value $5,100,000.

    13F-HR 0002013988-26-000001 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).

  4. period ended2025-06-30
    13F 45,857 shares
    Change vs previous 13F -5,805 shares

    4.45% of the 13F portfolio, value $4,484,000.

    13F-HR 0002013988-25-000006 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).

  5. period ended2025-03-31
    13F 51,662 shares
    Change vs previous 13F -363 shares

    2.94% of the 13F portfolio, value $4,535,000.

    13F-HR 0002013988-25-000002 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).

  6. period ended2024-12-31
    13F 52,025 shares
    Change vs previous 13F -1,005 shares

    3.04% of the 13F portfolio, value $4,701,000.

    13F-HR 0002013988-25-000001 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).

  7. period ended2024-09-30
    13F/A 53,030 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $4,282,000.

    13F-HR/A 0001665518-24-000007 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).