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Wealth Architects, LLC: BSV position timeline

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

Wealth Architects, LLC held 55,922 BSV 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 55,922 shares
    Change vs previous 13F +2,740 shares

    0.34% of the 13F portfolio, value $4,356,900.

    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 53,182 shares
    Change vs previous 13F -285 shares

    0.37% of the 13F portfolio, value $4,170,027.

    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 53,467 shares
    Change vs previous 13F +51 shares

    0.38% of the 13F portfolio, value $4,213,756.

    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 53,416 shares
    Change vs previous 13F -1,162 shares

    0.4% of the 13F portfolio, value $4,215,053.

    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 54,578 shares
    Change vs previous 13F +3,777 shares

    0.44% of the 13F portfolio, value $4,295,304.

    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 50,801 shares
    Change vs previous 13F +4,670 shares

    0.44% of the 13F portfolio, value $3,976,719.

    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 46,131 shares
    Change vs previous 13F +492 shares

    0.4% of the 13F portfolio, value $3,564,575.

    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 45,639 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,591,320.

    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).