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Disclosery

Wealth Architects, LLC: ESGU position timeline

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

Wealth Architects, LLC held 69,767 ESGU 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 69,767 shares
    Change vs previous 13F -69 shares

    0.9% of the 13F portfolio, value $11,418,854.

    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 69,836 shares
    Change vs previous 13F +3,990 shares

    0.88% of the 13F portfolio, value $9,876,145.

    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 65,846 shares
    Change vs previous 13F +6,936 shares

    0.88% of the 13F portfolio, value $9,809,721.

    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 58,910 shares
    Change vs previous 13F -547 shares

    0.81% of the 13F portfolio, value $8,577,309.

    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 59,457 shares
    Change vs previous 13F +12,988 shares

    0.82% of the 13F portfolio, value $8,044,524.

    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 46,469 shares
    Change vs previous 13F +475 shares

    0.62% of the 13F portfolio, value $5,665,002.

    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 45,994 shares
    Change vs previous 13F +106 shares

    0.67% of the 13F portfolio, value $5,924,990.

    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 45,888 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,790,102.

    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).