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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

  1. period ended2026-06-30
    13F 33,604 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,899 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,002 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,176 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,776 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 34,953 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,593 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,022 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).