Current Market Value 9,928,689
Current Holdings 10
Most Recent File Date 2025-07-18
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WealthNavi Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 10 9,929
2025-04-14 2025-03-31 13F-HR 10 8,987
2025-02-06 2024-12-31 13F-HR 10 8,602
2024-10-23 2024-09-30 13F-HR 10 8,740
2024-08-13 2024-06-30 13F-HR 10 7,884
2024-04-17 2024-03-31 13F-HR 10 7,512
2024-01-29 2023-12-31 13F-HR 10 6,896
2023-10-13 2023-09-30 13F-HR 8 6,172
2023-07-06 2023-06-30 13F-HR 8 6,160
2023-04-12 2023-03-31 13F-HR 8 5,868
2023-01-18 2022-12-31 13F-HR 8 5,345
2022-10-13 2022-09-30 13F-HR 7 4,744,287
2022-07-25 2022-06-30 13F-HR 7 4,896,946
2022-04-06 2022-03-31 13F-HR 7 5,317,687
2022-01-18 2021-12-31 13F-HR 7 5,481,876
2021-10-06 2021-09-30 13F-HR 7 4,859,325
2021-09-22 2021-06-30 13F-HR 7 4,349,796
2021-05-07 2021-03-31 13F-HR 7 3,634,355
2021-02-12 2020-12-31 13F-HR 7 3,161,888
2020-11-05 2020-09-30 13F-HR 7 2,726,315
2020-08-13 2020-06-30 13F-HR 7 2,308,625
2020-04-20 2020-03-31 13F-HR 7 1,798,489
2020-01-30 2019-12-31 13F-HR 7 1,838,066
2019-10-21 2019-09-30 13F-HR 7 1,605,251
2019-07-24 2019-06-30 13F-HR 7 1,416,541
2019-05-08 2019-03-31 13F-HR 7 1,253,569