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Disclosery

Wealth Architects, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on AEP, newest first. How the timeline and the estimate are built.

Wealth Architects, LLC held 1,869 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,869 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $255,698.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,865 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $244,464.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,865 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $215,053.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,847 shares
    Change vs previous 13F +1,847 shares

    0.02% of the 13F portfolio, value $207,788.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,881 shares

    13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 1,881 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,537.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).