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Wealth Architects, LLC: DFLV position timeline

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

Wealth Architects, LLC held 686,834 DFLV 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 686,834 shares
    Change vs previous 13F -9,928 shares

    2.14% of the 13F portfolio, value $27,157,451.

    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 696,762 shares
    Change vs previous 13F +35,363 shares

    2.22% of the 13F portfolio, value $24,881,357.

    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 661,399 shares
    Change vs previous 13F +55,148 shares

    2.04% of the 13F portfolio, value $22,626,449.

    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 606,251 shares
    Change vs previous 13F +30,696 shares

    1.88% of the 13F portfolio, value $19,945,671.

    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 575,555 shares
    Change vs previous 13F -11,726 shares

    1.81% of the 13F portfolio, value $17,853,714.

    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 587,281 shares
    Change vs previous 13F +5,256 shares

    1.98% of the 13F portfolio, value $17,953,173.

    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 582,025 shares
    Change vs previous 13F +89,628 shares

    1.97% of the 13F portfolio, value $17,478,201.

    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 492,397 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $15,170,765.

    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).