Skip to content
Disclosery

Wealth Architects, LLC: DFSI position timeline

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

Wealth Architects, LLC held 153,263 DFSI 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 153,263 shares
    Change vs previous 13F +1,316 shares

    0.55% of the 13F portfolio, value $6,912,180.

    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 151,947 shares
    Change vs previous 13F -3,287 shares

    0.57% of the 13F portfolio, value $6,442,555.

    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 155,234 shares
    Change vs previous 13F +30,854 shares

    0.6% of the 13F portfolio, value $6,650,990.

    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 124,380 shares
    Change vs previous 13F +12,969 shares

    0.48% of the 13F portfolio, value $5,093,377.

    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 111,411 shares
    Change vs previous 13F +17,314 shares

    0.45% of the 13F portfolio, value $4,390,711.

    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 94,097 shares
    Change vs previous 13F +8,052 shares

    0.36% of the 13F portfolio, value $3,283,028.

    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 86,045 shares
    Change vs previous 13F +8,591 shares

    0.32% of the 13F portfolio, value $2,826,591.

    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 77,454 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,767,840.

    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).