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Wealth Architects, LLC: AVUV position timeline

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

Wealth Architects, LLC held 220,640 AVUV 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 220,640 shares
    Change vs previous 13F -2,967 shares

    2.17% of the 13F portfolio, value $27,527,115.

    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 223,607 shares
    Change vs previous 13F +505 shares

    2.2% of the 13F portfolio, value $24,701,916.

    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 223,102 shares
    Change vs previous 13F +23,410 shares

    2.05% of the 13F portfolio, value $22,751,901.

    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 199,692 shares
    Change vs previous 13F +2,258 shares

    1.88% of the 13F portfolio, value $19,875,382.

    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 197,434 shares
    Change vs previous 13F -9,099 shares

    1.83% of the 13F portfolio, value $17,986,267.

    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 206,533 shares
    Change vs previous 13F -9,354 shares

    1.99% of the 13F portfolio, value $18,003,456.

    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 215,887 shares
    Change vs previous 13F +12,449 shares

    2.35% of the 13F portfolio, value $20,839,574.

    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 203,438 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $19,519,876.

    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).