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Wealthfront Advisers LLC: IWS position timeline

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

Wealthfront Advisers LLC held 9,201 IWS 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 9,201 shares
    Change vs previous 13F -3,944 shares

    <0.01% of the 13F portfolio, value $1,514,485.

    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 13,145 shares
    Change vs previous 13F +1,174 shares

    <0.01% of the 13F portfolio, value $1,915,752.

    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 11,971 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $1,688,510.

    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 12,401 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $1,732,048.

    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 12,181 shares
    Change vs previous 13F +1,451 shares

    <0.01% of the 13F portfolio, value $1,609,597.

    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 10,730 shares
    Change vs previous 13F -1,486 shares

    <0.01% of the 13F portfolio, value $1,351,658.

    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 12,216 shares
    Change vs previous 13F +2,591 shares

    <0.01% of the 13F portfolio, value $1,580,017.

    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 9,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,272,906.

    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).