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Caption Management, LLC

SEC CIK
0001706766
Latest filing
Aug 14, 2026

WLTH holding history

Wealthfront Corp in every 13F filed by Caption Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLTH overviewAll 13F holders of WLTHFull Q2 2026 holdings

Shares (Q2 2026)
2,500
Value
$22.4K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of WLTH by Caption Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,500$22.4K<0.1%00.0%UnchangedHolders
Q1 20262,500$23.1K<0.1%+2,500NewHolders