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Disclosery

NewSquare Capital LLC: WMT position timeline

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

NewSquare Capital LLC held 5,159 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,159 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $584,326.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital 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 5,045 shares
    Change vs previous 13F +1,130 shares

    0.05% of the 13F portfolio, value $627,003.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital 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 3,915 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $436,175.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital 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 3,810 shares
    Change vs previous 13F +1,248 shares

    0.03% of the 13F portfolio, value $392,663.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital 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 2,562 shares
    Change vs previous 13F +684 shares

    0.02% of the 13F portfolio, value $250,512.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital 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 1,878 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $164,870.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital 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 990 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $89,447.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital 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 804 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,923.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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