Wealthfront Advisers LLC: IBKR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on IBKR, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 144,720 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 144,720 sharesChange vs previous 13F +2,377 shares
0.02% of the 13F portfolio, value $12,596,454.
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 142,343 sharesChange vs previous 13F +17,092 shares
0.02% of the 13F portfolio, value $9,546,964.
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 ended2025-12-3113F 125,251 sharesChange vs previous 13F +294 shares
0.02% of the 13F portfolio, value $8,054,910.
13F-HR 0002085853-26-000151 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 ended2025-09-3013F 124,957 sharesChange vs previous 13F +15,526 shares
0.02% of the 13F portfolio, value $8,598,311.
13F-HR 0002085853-25-000235 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 ended2025-06-3013F 109,431 sharesChange vs previous 13F +84,128 shares
0.02% of the 13F portfolio, value $6,063,572.
13F-HR 0001667731-25-001032 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 25,303 sharesChange vs previous 13F +2,724 shares
0.01% of the 13F portfolio, value $4,189,924.
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).
- period ended2024-12-3113F/A 22,579 sharesChange vs previous 13F +3,473 shares
0.01% of the 13F portfolio, value $3,989,032.
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 19,106 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,662,612.
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).