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Wealthfront Advisers LLC: PBW position timeline

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

Wealthfront Advisers LLC held 34,862 PBW 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 34,862 shares
    Change vs previous 13F +13,402 shares

    <0.01% of the 13F portfolio, value $1,359,967.

    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 21,460 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $677,707.

    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 21,204 shares
    Change vs previous 13F +285 shares

    <0.01% of the 13F portfolio, value $647,570.

    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 20,919 shares
    Change vs previous 13F -3,725 shares

    <0.01% of the 13F portfolio, value $604,141.

    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 24,644 shares
    Change vs previous 13F -3,794 shares

    <0.01% of the 13F portfolio, value $490,908.

    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 28,438 shares
    Change vs previous 13F +5,206 shares

    <0.01% of the 13F portfolio, value $447,614.

    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 23,232 shares
    Change vs previous 13F -2,088 shares

    <0.01% of the 13F portfolio, value $464,872.

    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 25,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $507,160.

    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).