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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by Wealth Dimensions Group, Ltd., 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)
9,743
Value
$1.10M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,743$1.10M0.2%+155+1.6%AddedHolders
Q1 20269,588$1.19M0.2%+320+3.5%AddedHolders
Q4 20259,268$1.03M0.2%+58+0.6%AddedHolders
Q3 20259,210$949.2K0.2%−52−0.6%ReducedHolders
Q2 20259,262$905.6K0.2%+539+6.2%AddedHolders
Q1 20258,723$765.8K0.2%+348+4.2%AddedHolders
Q4 20248,375$756.7K0.2%+783+10.3%AddedHolders
Q3 20247,592$613.0K0.2%+72+1.0%AddedHolders
Q2 20247,520$509.2K0.1%+222+3.0%AddedHolders
Q1 20247,298$439.1K0.1%+65+0.9%AddedConverted for a 3-for-1 splitHolders
Q4 20232,411$380.0K0.1%−295−10.9%ReducedHolders
Q3 20232,706$432.7K0.2%+37+1.4%AddedHolders
Q2 20232,669$419.5K0.2%+10.0%AddedHolders
Q1 20232,668$393.3K0.2%−123−4.4%ReducedHolders
Q4 20222,791$395.7K0.2%+473+20.4%AddedHolders
Q3 20222,318$301.0K0.1%−28−1.2%ReducedHolders
Q2 20222,346$285.0K0.1%+19+0.8%AddedHolders
Q1 20222,327$347.0K0.2%00.0%UnchangedHolders
Q4 20212,327$337.0K0.2%−52−2.2%ReducedHolders
Q3 20212,379$332.0K0.2%+8+0.3%AddedHolders
Q2 20212,371$334.0K0.2%+18+0.8%AddedHolders
Q1 20212,353$320.0K0.2%––Holders

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