Wealth Architects, LLC: ESGD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on ESGD, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 132,123 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 132,123 sharesChange vs previous 13F +1,065 shares
1.07% of the 13F portfolio, value $13,583,587.
13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,058 sharesChange vs previous 13F +1,772 shares
1.12% of the 13F portfolio, value $12,531,787.
13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 129,286 sharesChange vs previous 13F +11,832 shares
1.11% of the 13F portfolio, value $12,293,844.
13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 117,454 sharesChange vs previous 13F +540 shares
1.03% of the 13F portfolio, value $10,920,865.
13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 116,914 sharesChange vs previous 13F +10,689 shares
1.06% of the 13F portfolio, value $10,431,060.
13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 106,225 sharesChange vs previous 13F +1,762 shares
0.96% of the 13F portfolio, value $8,677,505.
13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 104,463 sharesChange vs previous 13F +5,808 shares
0.9% of the 13F portfolio, value $7,953,799.
13F-HR 0001581794-25-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 98,655 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $8,303,813.
13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).