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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by Curio Wealth, 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)
4,813
Value
$545.1K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of WMT by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,813$545.1K0.2%−52−1.1%ReducedHolders
Q1 20264,865$604.6K0.2%−326−6.3%ReducedHolders
Q4 20255,191$579.4K0.2%+176+3.5%AddedHolders
Q3 20255,015$516.8K0.2%−176−3.4%ReducedHolders
Q2 20255,191$507.6K0.2%+5,187+129,675.0%AddedHolders
Q1 20254$432.1K0.2%−4,605−99.9%ReducedHolders
Q4 20244,609$416.4K0.2%–No prior filingHolders