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Wealthfront Advisers LLC

SEC CIK
0001763921
Latest filing
Aug 7, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Wealthfront Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q2 2026)
2,208
Value
$621.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of LPLA by Wealthfront Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,208$621.9K<0.1%−7,406−77.0%ReducedHolders
Q1 20269,614$2.89M<0.1%+3,230+50.6%AddedHolders
Q4 20256,384$2.28M<0.1%+1,261+24.6%AddedHolders
Q3 20255,123$1.70M<0.1%+2,243+77.9%AddedHolders
Q2 20252,880$1.08M<0.1%+181+6.7%AddedHolders
Q1 20252,699$883.0K<0.1%+51+1.9%AddedHolders
Q4 20242,648$864.6K<0.1%+56+2.2%AddedHolders
Q3 20242,592$603.0K<0.1%−1,893−42.2%ReducedHolders
Q2 20244,485$1.25M<0.1%+2,933+189.0%AddedHolders
Q1 20241,552$410.0K<0.1%+189+13.9%AddedHolders
Q4 20231,363$310.2K<0.1%−325−19.3%ReducedHolders
Q3 20231,688$401.2K<0.1%+182+12.1%AddedHolders
Q2 20231,506$327.4K<0.1%−8,885−85.5%ReducedHolders
Q1 202310,391$2.10M<0.1%+2,648+34.2%AddedHolders
Q4 20227,743$1.67M<0.1%+7,743NewHolders