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Zinnia Wealth Advisory, LLC: WMT position timeline

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

Zinnia Wealth Advisory, LLC held 12,308 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 12,308 shares
    Change vs previous 13F -1,006 shares

    1.42% of the 13F portfolio, value $1,394,018.

    13F-HR 0002073676-26-000003 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,314 shares
    Change vs previous 13F +516 shares

    1.85% of the 13F portfolio, value $1,654,635.

    13F-HR 0002073676-26-000002 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,798 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,425,831.

    13F-HR 0002073676-26-000001 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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