Wealthfront Advisers LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on PEP, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 204,798 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 204,798 sharesChange vs previous 13F -55,917 shares
0.05% of the 13F portfolio, value $27,729,621.
13F-HR 0002085853-26-000956 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 260,715 sharesChange vs previous 13F +19,505 shares
0.09% of the 13F portfolio, value $40,486,432.
13F-HR 0002085853-26-000564 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 241,210 sharesChange vs previous 13F +30,901 shares
0.08% of the 13F portfolio, value $34,618,459.
13F-HR 0002085853-26-000151 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 210,309 sharesChange vs previous 13F +60,911 shares
0.07% of the 13F portfolio, value $29,535,796.
13F-HR 0002085853-25-000235 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 149,398 sharesChange vs previous 13F +40,307 shares
0.05% of the 13F portfolio, value $19,726,512.
13F-HR 0001667731-25-001032 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 109,091 sharesChange vs previous 13F -1,058 shares
0.04% of the 13F portfolio, value $16,357,105.
13F-HR 0001667731-25-000578 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 110,149 sharesChange vs previous 13F +16,999 shares
0.05% of the 13F portfolio, value $16,749,257.
13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 93,150 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $15,840,158.
13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).