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WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by WealthPoint Financial, 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)
4,579
Value
$518.7K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of WMT by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,579$518.7K0.4%+280+6.5%AddedHolders
Q1 20264,299$534.3K0.4%+742+20.9%AddedHolders
Q4 20253,557$396.3K0.3%–No prior filingHolders