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Disclosery

New World Advisors LLC: WMT position timeline

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

New World Advisors LLC held 4,369 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,369 shares
    Change vs previous 13F -83 shares

    0.08% of the 13F portfolio, value $494,833.

    13F-HR 0001951757-26-001240 filed by New World 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/A 4,452 shares
    Change vs previous 13F -297 shares

    0.1% of the 13F portfolio, value $553,294.

    13F-HR/A 0001951757-26-000739 filed by New World 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 4,749 shares
    Change vs previous 13F +643 shares

    0.09% of the 13F portfolio, value $529,086.

    13F-HR 0001951757-26-000387 filed by New World 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 4,106 shares
    Change vs previous 13F +1,556 shares

    0.08% of the 13F portfolio, value $423,164.

    13F-HR 0001951757-25-001298 filed by New World 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 2,550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $249,339.

    13F-HR 0001951757-25-001064 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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