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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by Intrepid Financial Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
5,320
Value
$602.5K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of WMT by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,320$602.5K0.2%+125+2.4%AddedHolders
Q1 20265,195$645.6K0.3%00.0%UnchangedHolders
Q4 20255,195$578.8K0.2%+44+0.9%AddedHolders
Q3 20255,151$530.9K0.2%00.0%UnchangedHolders
Q2 20255,151$503.7K0.2%00.0%UnchangedHolders
Q1 20255,151$452.2K0.2%+150+3.0%AddedHolders
Q4 20245,001$451.8K0.2%00.0%UnchangedHolders
Q3 20245,001$403.8K0.2%00.0%UnchangedHolders
Q2 20245,001$338.6K0.1%00.0%UnchangedHolders
Q1 20245,001$300.9K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20231,667$262.8K0.1%00.0%UnchangedHolders
Q3 20231,667$266.6K0.1%00.0%UnchangedHolders
Q2 20231,667$262.0K0.1%00.0%UnchangedHolders
Q1 20231,667$245.8K0.1%00.0%UnchangedHolders
Q4 20221,667$236.4K0.1%00.0%UnchangedHolders
Q3 20221,667$216.0K0.1%+1,667NewHolders