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Disclosery

Wealth Architects, LLC: CWT position timeline

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

Wealth Architects, LLC held 7,032 CWT 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 7,032 shares
    Change vs previous 13F +277 shares

    0.03% of the 13F portfolio, value $342,107.

    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 6,755 shares
    Change vs previous 13F -306 shares

    0.03% of the 13F portfolio, value $306,272.

    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 7,061 shares
    Change vs previous 13F -174 shares

    0.03% of the 13F portfolio, value $305,953.

    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 7,235 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $332,014.

    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 6,948 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $315,995.

    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 6,901 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $334,422.

    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 6,573 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $297,954.

    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 6,582 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $356,876.

    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).