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Elevated Private Wealth, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevated Private Wealth, LLC on WMT, newest first. How the timeline and the estimate are built.

Elevated Private Wealth, LLC held 16,213 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,213 shares
    Change vs previous 13F +4,033 shares

    1.75% of the 13F portfolio, value $1,836,340.

    13F-HR 0002083411-26-000005 filed by Elevated Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,180 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,356,919.

    13F-HR 0002083411-26-000001 filed by Elevated Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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