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Wealthfront Advisers LLC: IWR position timeline

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

Wealthfront Advisers LLC held 27,518 IWR 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 27,518 shares
    Change vs previous 13F -819 shares

    0.01% of the 13F portfolio, value $3,035,786.

    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 28,337 shares
    Change vs previous 13F +5,311 shares

    0.01% of the 13F portfolio, value $2,755,207.

    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 23,026 shares
    Change vs previous 13F +4,284 shares

    <0.01% of the 13F portfolio, value $2,216,713.

    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 18,742 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $1,809,540.

    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 18,134 shares
    Change vs previous 13F -3,933 shares

    <0.01% of the 13F portfolio, value $1,667,784.

    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 22,067 shares
    Change vs previous 13F +611 shares

    0.01% of the 13F portfolio, value $1,877,240.

    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 21,456 shares
    Change vs previous 13F +6,057 shares

    0.01% of the 13F portfolio, value $1,896,710.

    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 15,399 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,357,268.

    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).