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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by Dougherty Wealth Advisers 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)
1,002
Value
$113.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WMT by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,002$113.5K0.1%00.0%UnchangedHolders
Q1 20261,002$124.5K0.1%+1,002NewHolders