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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by Wealthspan Partners, 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)
17,347
Value
$1.96M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of WMT by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,347$1.96M0.6%−149−0.9%ReducedHolders
Q1 202617,496$2.17M0.8%+50.0%AddedHolders
Q4 202517,491$1.95M0.7%−313−1.8%ReducedHolders
Q3 202517,804$1.83M0.7%−101−0.6%ReducedHolders
Q2 202517,905$1.75M0.7%+20.0%AddedHolders
Q1 202517,903$1.57M0.7%+57+0.3%AddedHolders
Q4 202417,846$1.61M0.8%00.0%UnchangedHolders
Q3 202417,846$1.44M0.7%+83+0.5%AddedHolders
Q2 202417,763$1.20M0.7%−27−0.2%ReducedHolders
Q1 202417,790$1.07M0.6%+423+2.4%AddedConverted for a 3-for-1 splitHolders
Q4 20235,789$912.6K0.6%00.0%UnchangedHolders
Q3 20235,789$925.8K0.7%00.0%UnchangedHolders
Q2 20235,789$909.9K0.7%00.0%UnchangedHolders
Q1 20235,789$853.6K0.7%−70−1.2%ReducedHolders
Q4 20225,859$830.7K0.8%00.0%UnchangedHolders
Q3 20225,859$760.0K0.8%00.0%UnchangedHolders
Q2 20225,859$712.0K0.7%00.0%UnchangedHolders
Q1 20225,859$873.0K0.8%00.0%UnchangedHolders
Q4 20215,859$848.0K0.7%–No prior filingHolders