Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
WMT holding history
Walmart Inc.
Every 13F filing in which Innovative Advisory Group, LLC reported holding WMT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
WMT overviewAll 13F holders of WMTFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Q4 2025 | 65 | $7.21K | 0.00% | −96−59.6% | Reduced |
| Q3 2025 | 161 | $16.56K | 0.01% | 00.0% | Unchanged |
| Q2 2025 | 161 | $15.7K | 0.01% | +1+0.6% | Added |
| Q1 2025 | 160 | $14.06K | 0.01% | 00.0% | Unchanged |
| Q4 2024 | 160 | $14.46K | 0.01% | +160 | New |