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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

WMT holding history

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

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of WMT by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,136−100.0%Sold outHolders
Q1 20231,136$167.4K<0.1%+1,136NewHolders