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Disclosery

Wealth Architects, LLC: DFSE position timeline

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

Wealth Architects, LLC held 154,990 DFSE 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 154,990 shares
    Change vs previous 13F -1,161 shares

    0.6% of the 13F portfolio, value $7,575,839.

    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 156,151 shares
    Change vs previous 13F -1,624 shares

    0.59% of the 13F portfolio, value $6,616,065.

    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 157,775 shares
    Change vs previous 13F +11,294 shares

    0.59% of the 13F portfolio, value $6,544,488.

    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 146,481 shares
    Change vs previous 13F +4,670 shares

    0.57% of the 13F portfolio, value $6,018,898.

    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 141,811 shares
    Change vs previous 13F +20,900 shares

    0.55% of the 13F portfolio, value $5,397,337.

    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 120,911 shares
    Change vs previous 13F +13,188 shares

    0.45% of the 13F portfolio, value $4,072,281.

    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 107,723 shares
    Change vs previous 13F +14,368 shares

    0.4% of the 13F portfolio, value $3,569,003.

    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 93,355 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,306,646.

    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).