Skip to content
Disclosery

Wealthfront Advisers LLC: XYZ position timeline

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

Wealthfront Advisers LLC held 75,548 XYZ 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 75,548 shares
    Change vs previous 13F -1,675 shares

    0.01% of the 13F portfolio, value $5,741,635.

    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 77,223 shares
    Change vs previous 13F +17,721 shares

    0.01% of the 13F portfolio, value $4,647,270.

    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 59,502 shares
    Change vs previous 13F +5,506 shares

    0.01% of the 13F portfolio, value $3,872,974.

    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 53,996 shares
    Change vs previous 13F +9,065 shares

    0.01% of the 13F portfolio, value $3,902,289.

    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 44,931 shares
    Change vs previous 13F -3,964 shares

    0.01% of the 13F portfolio, value $3,052,163.

    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 48,895 shares
    Change vs previous 13F -3,780 shares

    0.01% of the 13F portfolio, value $2,656,465.

    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 52,675 shares
    Change vs previous 13F +5,348 shares

    0.01% of the 13F portfolio, value $4,476,848.

    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 47,327 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,177,062.

    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).