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Wealthfront Advisers LLC: LPLA position timeline

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

Wealthfront Advisers LLC held 2,208 LPLA 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 2,208 shares
    Change vs previous 13F -7,406 shares

    <0.01% of the 13F portfolio, value $621,949.

    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 9,614 shares
    Change vs previous 13F +3,230 shares

    0.01% of the 13F portfolio, value $2,892,180.

    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 6,384 shares
    Change vs previous 13F +1,261 shares

    0.01% of the 13F portfolio, value $2,280,173.

    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 5,123 shares
    Change vs previous 13F +2,243 shares

    <0.01% of the 13F portfolio, value $1,704,371.

    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 2,880 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $1,079,914.

    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 2,699 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $882,951.

    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 2,648 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $864,598.

    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 2,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $602,977.

    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).