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Disclosery

Wealth Architects, LLC: DFIV position timeline

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

Wealth Architects, LLC held 707,134 DFIV 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 707,134 shares
    Change vs previous 13F -18,793 shares

    3.02% of the 13F portfolio, value $38,199,384.

    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 725,927 shares
    Change vs previous 13F -7,634 shares

    3.42% of the 13F portfolio, value $38,314,448.

    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 733,561 shares
    Change vs previous 13F -1,144 shares

    3.3% of the 13F portfolio, value $36,604,715.

    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 734,705 shares
    Change vs previous 13F -2,490 shares

    3.2% of the 13F portfolio, value $33,884,603.

    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 737,195 shares
    Change vs previous 13F -16,305 shares

    3.21% of the 13F portfolio, value $31,574,043.

    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 753,500 shares
    Change vs previous 13F +12,264 shares

    3.27% of the 13F portfolio, value $29,657,762.

    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 741,236 shares
    Change vs previous 13F +59,416 shares

    2.97% of the 13F portfolio, value $26,299,042.

    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 681,820 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $25,963,687.

    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).