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Disclosery

Wealth Architects, LLC: DFSU position timeline

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

Wealth Architects, LLC held 267,678 DFSU 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 267,678 shares
    Change vs previous 13F +593 shares

    0.99% of the 13F portfolio, value $12,481,867.

    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 267,085 shares
    Change vs previous 13F -2,326 shares

    0.98% of the 13F portfolio, value $10,974,519.

    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 269,411 shares
    Change vs previous 13F +77,324 shares

    1.05% of the 13F portfolio, value $11,700,540.

    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 192,087 shares
    Change vs previous 13F -8,559 shares

    0.77% of the 13F portfolio, value $8,158,442.

    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 200,646 shares
    Change vs previous 13F +59,229 shares

    0.8% of the 13F portfolio, value $7,875,346.

    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 141,417 shares
    Change vs previous 13F +6,313 shares

    0.56% of the 13F portfolio, value $5,064,159.

    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 135,104 shares
    Change vs previous 13F +4,585 shares

    0.58% of the 13F portfolio, value $5,120,427.

    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 130,519 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,852,697.

    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).