Fourth Dimension Wealth, LLC

Position in WMT — Walmart Inc.

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in WMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$703,684

+$242,481 QoQ

Shares Held

6,213

+67.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,979

of 4,373 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Fourth Dimension Wealth, LLC holds $1,566,167 across 5 Discount Stores names. WMT ranks #2 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	772	$722,182
2	WMT	Walmart Inc. This page	6,213	$703,684
3	DG	Dollar General Corp	1,010	$116,261
4	TGT	Target Corp	144	$18,807
5	BJ	BJ's Wholesale Club Holdings, Inc.	60	$5,233

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,684	6,213	+67.4%	Shares	Sole	2026-07-31
2026-03-31	$461,203	3,711	-37.5%	Shares	Sole	2026-05-11
2025-12-31	$661,218	5,935	-4.0%	Shares	Sole	2026-02-04
2025-09-30	$637,013	6,181	+64.5%	Shares	Sole	2025-11-04
2025-06-30	$367,359	3,757	-47.6%	Shares	Sole	2025-08-05
2025-03-31	$629,893	7,175	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$648,622	7,179	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.