Hughes Financial Services, LLC WLTH β€” WEALTHFRONT CORP COM

Ownership history in Hughes Financial Services, LLC  Β·  1 quarter on record

AI Ownership Summary

Hughes Financial Services, LLC reported WEALTHFRONT CORP COM (WLTH) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows WLTH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hughes Financial Services, LLC's position in WEALTHFRONT CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WLTH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hughes Financial Services, LLC held WLTH β€” position size vs. price
% of Fund (quarterly)    WLTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 1 β€” β€” 0.00% $9 2026-04-29 $10.41

FAQ About Hughes Financial Services, LLC and WLTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hughes Financial Services, LLC reported owning WLTH?

Hughes Financial Services, LLC reported WLTH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WLTH position in Hughes Financial Services, LLC's portfolio?

The largest reported portfolio weight for WLTH was 0.00% in 2026 Q1.

What is the latest reported WLTH position on this page?

The most recent filing on this page is 2026 Q1, when Hughes Financial Services, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $9.

What does the chart on this WLTH ownership page compare?

The chart compares Hughes Financial Services, LLC's quarterly WLTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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