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Centerline Wealth Advisors, LLC

SEC CIK
0001802059
Latest filing
Jul 17, 2026

WMT holding history

Walmart Inc. in every 13F filed by Centerline Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
3,767
Value
$426.6K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of WMT by Centerline Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,767$426.6K0.1%00.0%UnchangedHolders
Q1 20263,767$468.1K0.2%−216−5.4%ReducedHolders
Q4 20253,983$443.8K0.2%+204+5.4%AddedHolders
Q3 20253,779$389.5K0.2%00.0%UnchangedHolders
Q2 20253,779$369.5K0.2%+3,779NewHolders