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NEW WAVE WEALTH ADVISORS LLC: WMT position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 273,929 WMT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 273,929 shares
    Change vs previous 13F -7,024 shares

    8.47% of the 13F portfolio, value $31,025,254.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH ADVISORS 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 280,953 shares
    Change vs previous 13F +67 shares

    12.24% of the 13F portfolio, value $34,987,796.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH ADVISORS 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 280,886 shares
    Change vs previous 13F +1,282 shares

    11.47% of the 13F portfolio, value $31,359,431.

    13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS 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/A 279,604 shares
    Change vs previous 13F -21,998 shares

    11.23% of the 13F portfolio, value $28,816,029.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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 301,602 shares
    Change vs previous 13F -3,178 shares

    12.53% of the 13F portfolio, value $29,490,688.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS 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 304,780 shares
    Change vs previous 13F -10,547 shares

    11.99% of the 13F portfolio, value $26,756,600.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS 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 315,327 shares
    Change vs previous 13F -3,461 shares

    11.68% of the 13F portfolio, value $28,489,832.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS 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 318,788 shares
    Change vs previous 13F not available

    11.86% of the 13F portfolio, value $25,742,131.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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