Wealth Architects, LLC: GII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on GII, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 656,485 GII shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 656,485 sharesChange vs previous 13F +3,773 shares
3.93% of the 13F portfolio, value $49,702,527.
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 652,712 sharesChange vs previous 13F +8,196 shares
4.42% of the 13F portfolio, value $49,619,202.
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 644,516 sharesChange vs previous 13F +22,305 shares
4.05% of the 13F portfolio, value $44,967,903.
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 622,211 sharesChange vs previous 13F -6,731 shares
4.09% of the 13F portfolio, value $43,299,643.
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 628,942 sharesChange vs previous 13F +181 shares
4.3% of the 13F portfolio, value $42,347,910.
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 628,761 sharesChange vs previous 13F +3,212 shares
4.3% of the 13F portfolio, value $38,983,196.
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 625,549 sharesChange vs previous 13F +17,205 shares
4.18% of the 13F portfolio, value $37,013,748.
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 608,344 sharesChange vs previous 13F not available
4.25% of the 13F portfolio, value $37,528,745.
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).