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Disclosery

NewEdge Wealth, LLC: WMT position timeline

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

NewEdge Wealth, LLC held 140,145 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,145 shares
    Change vs previous 13F -6,142 shares

    0.16% of the 13F portfolio, value $15,872,847.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 146,287 shares
    Change vs previous 13F -34,234 shares

    0.22% of the 13F portfolio, value $18,180,507.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 180,521 shares
    Change vs previous 13F +30,214 shares

    0.23% of the 13F portfolio, value $20,111,841.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 150,307 shares
    Change vs previous 13F +2,146 shares

    0.22% of the 13F portfolio, value $15,251,693.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 148,161 shares
    Change vs previous 13F -14,171 shares

    0.24% of the 13F portfolio, value $15,278,339.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 162,332 shares
    Change vs previous 13F +10,141 shares

    0.26% of the 13F portfolio, value $14,251,144.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 152,191 shares
    Change vs previous 13F +7,244 shares

    0.24% of the 13F portfolio, value $13,750,418.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 144,947 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,704,445.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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