Wealth Architects, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on APD, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 1,573 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,573 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $461,172.
13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,568 sharesChange vs previous 13F +30 shares
0.04% of the 13F portfolio, value $455,488.
13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,538 sharesChange vs previous 13F -24 shares
0.03% of the 13F portfolio, value $379,917.
13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,562 sharesChange vs previous 13F -6 shares
0.04% of the 13F portfolio, value $425,989.
13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,568 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $442,270.
13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,563 sharesChange vs previous 13F -96 shares
0.05% of the 13F portfolio, value $460,960.
13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,659 sharesChange vs previous 13F +25 shares
0.05% of the 13F portfolio, value $481,176.
13F-HR 0001581794-25-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,634 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $486,507.
13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).