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Disclosery

Wealthfront Advisers LLC: SERV position timeline

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

Wealthfront Advisers LLC held 15,472 SERV 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 15,472 shares
    Change vs previous 13F +681 shares

    <0.01% of the 13F portfolio, value $101,806.

    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 14,791 shares
    Change vs previous 13F +3,302 shares

    <0.01% of the 13F portfolio, value $124,836.

    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 11,489 shares
    Change vs previous 13F +249 shares

    <0.01% of the 13F portfolio, value $119,256.

    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 11,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,721.

    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).