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Wealthfront Corp shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Wealthfront Corp (WLTH) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Wealthfront Corp

Tip: Access up to 7 years of quarterly data

All positions including Wealthfront Corp held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wealthfront Corp by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $194k 14k 13.59