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Financial Advisors, LLC

SEC CIK
0001766909
Latest filing
Nov 7, 2025

WMT holding history

Walmart Inc. in every 13F filed by Financial Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
3,470
Value
$357.7K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of WMT by Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,470$357.7K0.1%00.0%UnchangedHolders
Q2 20253,470$339.3K0.1%00.0%UnchangedHolders
Q1 20253,470$304.7K0.1%−453−11.5%ReducedHolders
Q4 20243,923$354.5K0.1%00.0%UnchangedHolders
Q3 20243,923$316.8K0.1%00.0%UnchangedHolders
Q2 20243,923$265.7K0.1%−453−10.4%ReducedHolders
Q1 20244,376$263.3K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20231,457$229.7K0.1%−156−9.7%ReducedHolders
Q3 20231,613$258.0K0.1%+4+0.2%AddedHolders
Q2 20231,609$252.9K0.1%00.0%UnchangedHolders
Q1 20231,609$237.2K0.1%00.0%UnchangedHolders
Q4 20221,609$228.1K0.1%−32−2.0%ReducedHolders
Q3 20221,641$215.0K0.1%+1,641NewHolders
Q2 20220$00.0%−1,641−100.0%Sold outHolders
Q1 20221,641$244.0K0.1%00.0%UnchangedHolders
Q4 20211,641$237.0K0.1%+32+2.0%AddedHolders
Q3 20211,609$224.0K0.1%00.0%UnchangedHolders
Q2 20211,609$227.0K0.1%00.0%UnchangedHolders
Q1 20211,609$219.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.