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Wealthfront Advisers LLC: MORT position timeline

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

Wealthfront Advisers LLC held 34,996 MORT 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 34,996 shares
    Change vs previous 13F -13,872 shares

    <0.01% of the 13F portfolio, value $362,559.

    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 48,868 shares
    Change vs previous 13F +20,469 shares

    <0.01% of the 13F portfolio, value $501,386.

    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 28,399 shares
    Change vs previous 13F -13,744 shares

    <0.01% of the 13F portfolio, value $298,473.

    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 42,143 shares
    Change vs previous 13F +2,497 shares

    <0.01% of the 13F portfolio, value $453,880.

    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 39,646 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $418,662.

    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 39,872 shares
    Change vs previous 13F -17,343 shares

    <0.01% of the 13F portfolio, value $445,370.

    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 57,215 shares
    Change vs previous 13F +11,902 shares

    <0.01% of the 13F portfolio, value $607,623.

    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 45,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $546,928.

    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).