Wealthfront Advisers LLC: BEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on BEN, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 13,660 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 13,660 sharesChange vs previous 13F +2,632 shares
<0.01% of the 13F portfolio, value $454,468.
13F-HR 0002085853-26-000956 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,028 sharesChange vs previous 13F +11,028 shares
<0.01% of the 13F portfolio, value $260,481.
13F-HR 0002085853-26-000564 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -139,177 shares
13F-HR 0001667731-25-000578 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F/A 139,177 sharesChange vs previous 13F -32,342 shares
0.01% of the 13F portfolio, value $2,823,901.
13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 171,519 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $3,456,108.
13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).