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Disclosery

WealthNavi Inc.: TIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthNavi Inc. on TIP, newest first. How the timeline and the estimate are built.

WealthNavi Inc. held 627,817 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,817 shares
    Change vs previous 13F -27,119 shares

    0.54% of the 13F portfolio, value $68,702,000.

    13F-HR 0001104659-26-086034 filed by WealthNavi Inc.
    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 654,936 shares
    Change vs previous 13F -37,596 shares

    0.63% of the 13F portfolio, value $72,279,000.

    13F-HR 0001104659-26-045706 filed by WealthNavi Inc.
    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 692,532 shares
    Change vs previous 13F -34,713 shares

    0.67% of the 13F portfolio, value $76,116,000.

    13F-HR 0001104659-26-003858 filed by WealthNavi Inc.
    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 727,245 shares
    Change vs previous 13F -37,285 shares

    0.75% of the 13F portfolio, value $80,884,000.

    13F-HR 0001104659-25-099545 filed by WealthNavi Inc.
    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 764,530 shares
    Change vs previous 13F -32,923 shares

    0.85% of the 13F portfolio, value $84,129,000.

    13F-HR 0001104659-25-068814 filed by WealthNavi Inc.
    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 797,453 shares
    Change vs previous 13F -44,071 shares

    0.99% of the 13F portfolio, value $88,589,000.

    13F-HR 0001104659-25-034358 filed by WealthNavi Inc.
    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 841,524 shares
    Change vs previous 13F -42,520 shares

    1.04% of the 13F portfolio, value $89,664,000.

    13F-HR 0001104659-25-010100 filed by WealthNavi Inc.
    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 884,044 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $97,660,000.

    13F-HR 0001104659-24-110709 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).