Wealthfront Advisers LLC: SWK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on SWK, newest first. How the timeline and the estimate are built.
Wealthfront Advisers LLC held 4,542 SWK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,542 sharesChange vs previous 13F +288 shares
<0.01% of the 13F portfolio, value $427,493.
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 4,254 sharesChange vs previous 13F +338 shares
<0.01% of the 13F portfolio, value $302,289.
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 3,916 sharesChange vs previous 13F -197 shares
<0.01% of the 13F portfolio, value $290,880.
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 4,113 sharesChange vs previous 13F +406 shares
<0.01% of the 13F portfolio, value $305,719.
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 3,707 sharesChange vs previous 13F -6,477 shares
<0.01% of the 13F portfolio, value $251,149.
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 10,184 sharesChange vs previous 13F -8,689 shares
<0.01% of the 13F portfolio, value $782,946.
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 18,873 sharesChange vs previous 13F -662 shares
<0.01% of the 13F portfolio, value $1,515,313.
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 19,535 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,151,390.
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).