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Wealthfront Advisers LLC: OWL position timeline

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

Wealthfront Advisers LLC held 343,584 OWL 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 343,584 shares
    Change vs previous 13F +54,758 shares

    0.01% of the 13F portfolio, value $3,006,360.

    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 288,826 shares
    Change vs previous 13F +208,331 shares

    0.01% of the 13F portfolio, value $2,636,981.

    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 80,495 shares
    Change vs previous 13F -8,731 shares

    <0.01% of the 13F portfolio, value $1,202,595.

    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 89,226 shares
    Change vs previous 13F +14,071 shares

    <0.01% of the 13F portfolio, value $1,510,596.

    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 75,155 shares
    Change vs previous 13F -34,266 shares

    <0.01% of the 13F portfolio, value $1,443,728.

    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 109,421 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,192,797.

    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).