ELEVATION WEALTH PARTNERS, LLC

Position in WMT — Walmart Inc.

CIK 1976256 WALNUT CREEK, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$123,453

+$2,778 QoQ

Shares Held

1,090

+12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#4,223

of 4,373 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,193,254 across 6 Discount Stores names. WMT ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	829	$775,504
2	TGT	Target Corp	1,858	$242,673
3	WMT	Walmart Inc. This page	1,090	$123,453
4	DLTR	Dollar Tree, Inc.	383	$46,323
5	DG	Dollar General Corp	40	$4,604
6	BJ	BJ's Wholesale Club Holdings, Inc.	8	$697

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,453	1,090	+12.3%	Shares	Sole	2026-07-08
2026-03-31	$120,675	971	+8.0%	Shares	Sole	2026-04-14
2025-12-31	$100,157	899	+7.2%	Shares	Sole	2026-01-09
2025-09-30	$86,467	839	+59.8%	Shares	Sole	2025-10-14
2025-06-30	$51,334	525	0.0%	Shares	Sole	2025-07-08
2025-03-31	$46,089	525	0.0%	Shares	Sole	2025-04-09
2024-12-31	$47,433	525	+40.0%	Shares	Sole	2025-01-29
2024-09-30	$30,281	375	0.0%	Shares	Sole	2024-10-04
2024-06-30	$25,391	375	-26.5%	Shares	Sole	2024-07-09
2024-03-31	$30,686	510	-20.9%	Shares	Sole	2024-04-19
2023-12-31	$101,684	645	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.