Defined Financial Planning LLC
- SEC CIK
- 0002056559
- Latest filing
- Oct 15, 2025
WMT holding history
Walmart Inc. in every 13F filed by Defined Financial 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 Q3 2025 holdings
- Shares (Q3 2025)
- 2,745
- Value
- $282.5K
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,745 | $282.5K | 0.2% | −767−21.8% | Reduced | Holders |
| Q2 2025 | 3,512 | $335.0K | 0.3% | −453−11.4% | Reduced | Holders |
| Q1 2025 | 3,965 | $352.2K | 0.4% | +1,542+63.6% | Added | Holders |
| Q4 2024 | 2,423 | $218.9K | 0.2% | – | No prior filing | Holders |