Position in WLTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,163,768
+$3,069,748 QoQ
Shares Held
1,025,030
+55.6% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#17
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pillsbury Lake Capital LLC holds $17,506,652 across 2 Software - Application names. WLTH ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLTH |
Wealthfront Corp
This page
|
1,025,030 | $9,163,768 | |
| 2 | PDFS |
Pdf Solutions Inc
|
117,854 | $8,342,884 |
All Filings in WLTH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,163,768 | 1,025,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,094,020 | 658,813 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||