Skip to main content

Next Level Wealth Planning, LLC

SEC CIK
0002044208
Latest filing
Jul 30, 2026

WMT holding history

Walmart Inc. in every 13F filed by Next Level Wealth Planning, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of WMT by Next Level Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,702−100.0%Sold outHolders
Q1 20261,702$211.5K0.1%+1,702NewHolders