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Targeted Financial Services LLC

SEC CIK
0001758288
Latest filing
Jul 16, 2026

WMT holding history

Walmart Inc. in every 13F filed by Targeted Financial Services 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)
18,807
Value
$2.13M
% of portfolio
1.6%
Quarters held
3
Since Q4 2025
Holdings of WMT by Targeted Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,807$2.13M1.6%00.0%UnchangedHolders
Q1 202618,807$2.34M1.9%00.0%UnchangedHolders
Q4 202518,807$2.10M1.8%–No prior filingHolders