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Wealthfront Advisers LLC: SHV position timeline

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

Wealthfront Advisers LLC held 2,133,613 SHV 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 2,133,613 shares
    Change vs previous 13F +85,574 shares

    0.45% of the 13F portfolio, value $235,444,195.

    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 2,048,039 shares
    Change vs previous 13F +430,574 shares

    0.5% of the 13F portfolio, value $226,083,025.

    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 1,617,465 shares
    Change vs previous 13F -343,212 shares

    0.4% of the 13F portfolio, value $178,163,770.

    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 1,960,677 shares
    Change vs previous 13F +177,915 shares

    0.51% of the 13F portfolio, value $216,635,202.

    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 1,782,762 shares
    Change vs previous 13F +248,584 shares

    0.51% of the 13F portfolio, value $196,852,580.

    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 1,534,178 shares
    Change vs previous 13F +798,167 shares

    0.45% of the 13F portfolio, value $169,465,301.

    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 736,011 shares
    Change vs previous 13F -511,667 shares

    0.24% of the 13F portfolio, value $81,042,171.

    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 1,247,678 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $138,030,617.

    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).