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Wealthfront Advisers LLC: CRM position timeline

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

Wealthfront Advisers LLC held 90,625 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,625 shares
    Change vs previous 13F -23,019 shares

    0.03% of the 13F portfolio, value $14,197,312.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 113,644 shares
    Change vs previous 13F +5,796 shares

    0.05% of the 13F portfolio, value $21,213,925.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 107,848 shares
    Change vs previous 13F +6,872 shares

    0.06% of the 13F portfolio, value $28,570,014.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 100,976 shares
    Change vs previous 13F +927 shares

    0.06% of the 13F portfolio, value $23,931,312.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 100,049 shares
    Change vs previous 13F -6,172 shares

    0.07% of the 13F portfolio, value $27,282,362.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 106,221 shares
    Change vs previous 13F +5,697 shares

    0.08% of the 13F portfolio, value $28,505,467.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 100,524 shares
    Change vs previous 13F +7,602 shares

    0.1% of the 13F portfolio, value $33,608,189.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 92,922 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $25,433,681.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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