ELEVATE WEALTH ADVISORY, INC: WMT position timeline

ELEVATE WEALTH ADVISORY, INC held 0 WMT shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,948 shares

   13F-HR 0001398344-25-019772 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,948 shares

   Change vs previous 13F +56 shares

   0.21% of the 13F portfolio, value $288,224.

   13F-HR 0001398344-25-013587 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,892 shares

   Change vs previous 13F +24 shares

   0.18% of the 13F portfolio, value $254,595.

   13F-HR 0001398344-25-009341 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,868 shares

   Change vs previous 13F +35 shares

   0.19% of the 13F portfolio, value $259,702.

   13F-HR 0001398344-25-002394 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,833 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $228,749.

   13F-HR 0001398344-24-020533 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).