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Wealthfront Advisers LLC: SMR position timeline

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

Wealthfront Advisers LLC held 48,475 SMR 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 48,475 shares
    Change vs previous 13F +14,002 shares

    <0.01% of the 13F portfolio, value $486,204.

    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 34,473 shares
    Change vs previous 13F +15,826 shares

    <0.01% of the 13F portfolio, value $373,687.

    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 18,647 shares
    Change vs previous 13F +10,092 shares

    <0.01% of the 13F portfolio, value $264,228.

    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 8,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,980.

    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).