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Wealthfront Advisers LLC: FINX position timeline

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

Wealthfront Advisers LLC held 19,826 FINX 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 19,826 shares
    Change vs previous 13F +2,114 shares

    <0.01% of the 13F portfolio, value $489,504.

    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 17,712 shares
    Change vs previous 13F +1,754 shares

    <0.01% of the 13F portfolio, value $409,147.

    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 15,958 shares
    Change vs previous 13F -505 shares

    <0.01% of the 13F portfolio, value $469,644.

    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 16,463 shares
    Change vs previous 13F +1,244 shares

    <0.01% of the 13F portfolio, value $551,840.

    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 15,219 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $520,794.

    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 15,056 shares
    Change vs previous 13F -3,625 shares

    <0.01% of the 13F portfolio, value $414,943.

    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 18,681 shares
    Change vs previous 13F +746 shares

    <0.01% of the 13F portfolio, value $583,221.

    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 17,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,539.

    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).