Skip to content
Disclosery

NEOS Investment Management LLC: WMT position timeline

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

NEOS Investment Management LLC held 3,574,219 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,574,219 shares
    Change vs previous 13F +265,808 shares

    1.49% of the 13F portfolio, value $404,816,044.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 3,308,411 shares
    Change vs previous 13F +2,712,341 shares

    2.08% of the 13F portfolio, value $411,169,319.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 596,070 shares
    Change vs previous 13F +85,418 shares

    0.38% of the 13F portfolio, value $66,408,159.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 510,652 shares
    Change vs previous 13F +167,832 shares

    0.39% of the 13F portfolio, value $52,627,796.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 342,820 shares
    Change vs previous 13F +54,326 shares

    0.41% of the 13F portfolio, value $33,520,939.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 288,494 shares
    Change vs previous 13F +55,495 shares

    0.48% of the 13F portfolio, value $25,326,889.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 232,999 shares
    Change vs previous 13F +56,002 shares

    0.5% of the 13F portfolio, value $21,051,460.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 176,997 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $14,292,508.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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