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Disclosery

Northeast Financial Group, Inc.: WMT position timeline

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

Northeast Financial Group, Inc. held 3,135 WMT shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,135 shares
    Change vs previous 13F -279 shares

    0.1% of the 13F portfolio, value $389,617.

    13F-HR 0001172661-26-002401 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,414 shares
    Change vs previous 13F -2,600 shares

    0.1% of the 13F portfolio, value $380,354.

    13F-HR 0001172661-26-001212 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,014 shares
    Change vs previous 13F +2,850 shares

    0.15% of the 13F portfolio, value $619,049.

    13F-HR 0001172661-25-004650 filed by Northeast Financial Group, Inc.
    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 3,164 shares
    Change vs previous 13F +174 shares

    0.1% of the 13F portfolio, value $309,376.

    13F-HR 0001172661-25-002649 filed by Northeast Financial Group, Inc.
    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 2,990 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $262,492.

    13F-HR 0001172661-25-001710 filed by Northeast Financial Group, Inc.
    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 2,990 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $270,147.

    13F-HR 0001172661-25-000324 filed by Northeast Financial Group, Inc.
    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 2,961 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $239,101.

    13F-HR 0001172661-24-004497 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,994 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $202,724.

    13F-HR 0001172661-24-002764 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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