Wealth Architects, LLC: ESGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on ESGE, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 33,604 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 33,604 sharesChange vs previous 13F -295 shares
0.15% of the 13F portfolio, value $1,837,845.
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 33,899 sharesChange vs previous 13F -103 shares
0.14% of the 13F portfolio, value $1,541,371.
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 34,002 sharesChange vs previous 13F -174 shares
0.14% of the 13F portfolio, value $1,501,860.
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 34,176 sharesChange vs previous 13F -600 shares
0.14% of the 13F portfolio, value $1,483,941.
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 34,776 sharesChange vs previous 13F -177 shares
0.14% of the 13F portfolio, value $1,362,193.
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 34,953 sharesChange vs previous 13F +360 shares
0.13% of the 13F portfolio, value $1,221,618.
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 34,593 sharesChange vs previous 13F -1,429 shares
0.13% of the 13F portfolio, value $1,155,058.
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 36,022 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,311,570.
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).