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Disclosery

Wealth Architects, LLC: DFGR position timeline

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

Wealth Architects, LLC held 284,328 DFGR 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 284,328 shares
    Change vs previous 13F +14,913 shares

    0.65% of the 13F portfolio, value $8,237,005.

    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 269,415 shares
    Change vs previous 13F +10,612 shares

    0.64% of the 13F portfolio, value $7,161,062.

    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 258,803 shares
    Change vs previous 13F +24,569 shares

    0.62% of the 13F portfolio, value $6,837,579.

    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 234,234 shares
    Change vs previous 13F +12,514 shares

    0.6% of the 13F portfolio, value $6,396,940.

    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 221,720 shares
    Change vs previous 13F +19,805 shares

    0.6% of the 13F portfolio, value $5,948,750.

    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 201,915 shares
    Change vs previous 13F +12,624 shares

    0.58% of the 13F portfolio, value $5,302,283.

    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 189,291 shares
    Change vs previous 13F +10,263 shares

    0.55% of the 13F portfolio, value $4,834,484.

    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 179,028 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,166,752.

    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).