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Wealthfront Advisers LLC: IVZ position timeline

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

Wealthfront Advisers LLC held 86,439 IVZ 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 86,439 shares
    Change vs previous 13F -937 shares

    <0.01% of the 13F portfolio, value $2,281,125.

    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 87,376 shares
    Change vs previous 13F +1,152 shares

    <0.01% of the 13F portfolio, value $2,122,363.

    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 86,224 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $2,265,104.

    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 85,723 shares
    Change vs previous 13F +474 shares

    <0.01% of the 13F portfolio, value $1,966,486.

    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 85,249 shares
    Change vs previous 13F -1,754 shares

    <0.01% of the 13F portfolio, value $1,344,377.

    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 87,003 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $1,319,836.

    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 87,618 shares
    Change vs previous 13F +1,424 shares

    <0.01% of the 13F portfolio, value $1,531,563.

    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 86,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,513,567.

    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).