Skip to main content

BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

WMT holding history

Walmart Inc. in every 13F filed by BetterWealth, 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)
3,729
Value
$422.3K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of WMT by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,729$422.3K0.1%00.0%UnchangedHolders
Q1 20263,729$463.4K0.1%+673+22.0%AddedHolders
Q4 20253,056$340.4K0.1%−46−1.5%ReducedHolders
Q3 20253,102$319.7K0.1%+43+1.4%AddedHolders
Q2 20253,059$299.1K0.1%−33−1.1%ReducedHolders
Q1 20253,092$271.4K0.1%−23−0.7%ReducedHolders
Q4 20243,115$281.4K0.1%+36+1.2%AddedHolders
Q3 20243,079$248.6K0.1%+8+0.3%AddedHolders
Q2 20243,071$207.9K0.1%+3,071NewHolders