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Wealth Architects, LLC: EFV position timeline

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

Wealth Architects, LLC held 69,055 EFV 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 69,055 shares
    Change vs previous 13F -2,492 shares

    0.42% of the 13F portfolio, value $5,286,168.

    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 71,547 shares
    Change vs previous 13F -7,860 shares

    0.47% of the 13F portfolio, value $5,319,527.

    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 79,407 shares
    Change vs previous 13F -980 shares

    0.51% of the 13F portfolio, value $5,670,461.

    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 80,387 shares
    Change vs previous 13F -2,737 shares

    0.51% of the 13F portfolio, value $5,452,657.

    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 83,124 shares
    Change vs previous 13F +246 shares

    0.54% of the 13F portfolio, value $5,276,718.

    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 82,878 shares
    Change vs previous 13F -1,718 shares

    0.54% of the 13F portfolio, value $4,884,842.

    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 84,596 shares
    Change vs previous 13F -654 shares

    0.5% of the 13F portfolio, value $4,438,763.

    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 85,250 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,904,444.

    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).