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Wealthfront Advisers LLC: EPI position timeline

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

Wealthfront Advisers LLC held 52,881 EPI 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 52,881 shares
    Change vs previous 13F -16,105 shares

    <0.01% of the 13F portfolio, value $2,262,249.

    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 68,986 shares
    Change vs previous 13F +16,335 shares

    0.01% of the 13F portfolio, value $2,814,629.

    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 52,651 shares
    Change vs previous 13F -4,118 shares

    0.01% of the 13F portfolio, value $2,437,215.

    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 56,769 shares
    Change vs previous 13F +6,502 shares

    0.01% of the 13F portfolio, value $2,509,190.

    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 50,267 shares
    Change vs previous 13F -3,176 shares

    0.01% of the 13F portfolio, value $2,386,174.

    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 53,443 shares
    Change vs previous 13F -17,572 shares

    0.01% of the 13F portfolio, value $2,335,994.

    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 71,015 shares
    Change vs previous 13F +11,282 shares

    0.01% of the 13F portfolio, value $3,214,849.

    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 59,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,014,127.

    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).