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Wealth Architects, LLC: AVDV position timeline

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

Wealth Architects, LLC held 194,456 AVDV 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 194,456 shares
    Change vs previous 13F -3,897 shares

    1.58% of the 13F portfolio, value $20,038,697.

    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 198,353 shares
    Change vs previous 13F -1,217 shares

    1.77% of the 13F portfolio, value $19,807,540.

    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 199,570 shares
    Change vs previous 13F +4,176 shares

    1.69% of the 13F portfolio, value $18,753,569.

    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 195,394 shares
    Change vs previous 13F -1,234 shares

    1.64% of the 13F portfolio, value $17,395,959.

    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 196,628 shares
    Change vs previous 13F -3,397 shares

    1.58% of the 13F portfolio, value $15,588,694.

    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).

  6. period ended2025-03-31
    13F/A 200,025 shares
    Change vs previous 13F +6,859 shares

    1.54% of the 13F portfolio, value $13,949,714.

    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).

  7. period ended2024-12-31
    13F 193,166 shares
    Change vs previous 13F +18,891 shares

    1.42% of the 13F portfolio, value $12,571,213.

    13F-HR 0001581794-25-000006 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).

  8. period ended2024-09-30
    13F 174,275 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $12,316,005.

    13F-HR 0001611518-24-000011 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).