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Disclosery

N.E.W. Advisory Services LLC: WMT position timeline

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

N.E.W. Advisory Services LLC held 19,990 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,990 shares
    Change vs previous 13F -491 shares

    0.15% of the 13F portfolio, value $2,264,092.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 20,481 shares
    Change vs previous 13F -785 shares

    0.19% of the 13F portfolio, value $2,545,319.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 21,266 shares
    Change vs previous 13F +7,691 shares

    0.18% of the 13F portfolio, value $2,369,193.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,575 shares
    Change vs previous 13F -357 shares

    0.12% of the 13F portfolio, value $1,399,070.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,932 shares
    Change vs previous 13F -15,064 shares

    0.13% of the 13F portfolio, value $1,362,319.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,996 shares
    Change vs previous 13F +9,797 shares

    0.19% of the 13F portfolio, value $2,545,550.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,199 shares
    Change vs previous 13F -953 shares

    0.16% of the 13F portfolio, value $1,734,631.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,152 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,627,266.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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