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Disclosery

Wealth Architects, LLC: DFAX position timeline

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

Wealth Architects, LLC held 137,541 DFAX 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 137,541 shares
    Change vs previous 13F +3,444 shares

    0.4% of the 13F portfolio, value $5,067,036.

    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 134,097 shares
    Change vs previous 13F -2,907 shares

    0.41% of the 13F portfolio, value $4,555,277.

    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 137,004 shares
    Change vs previous 13F +5,175 shares

    0.4% of the 13F portfolio, value $4,484,130.

    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 131,829 shares
    Change vs previous 13F +4,819 shares

    0.39% of the 13F portfolio, value $4,136,794.

    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 127,010 shares
    Change vs previous 13F +4,193 shares

    0.38% of the 13F portfolio, value $3,730,287.

    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 122,817 shares
    Change vs previous 13F +5,210 shares

    0.35% of the 13F portfolio, value $3,217,799.

    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 117,607 shares
    Change vs previous 13F +9,043 shares

    0.33% of the 13F portfolio, value $2,923,721.

    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 108,564 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,932,313.

    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).