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Disclosery

Wealth Architects, LLC: IBM position timeline

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

Wealth Architects, LLC held 4,686 IBM 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 4,686 shares
    Change vs previous 13F +83 shares

    0.1% of the 13F portfolio, value $1,317,790.

    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 4,603 shares
    Change vs previous 13F +354 shares

    0.1% of the 13F portfolio, value $1,115,607.

    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 4,249 shares
    Change vs previous 13F -30 shares

    0.11% of the 13F portfolio, value $1,258,537.

    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 4,279 shares
    Change vs previous 13F +530 shares

    0.11% of the 13F portfolio, value $1,207,283.

    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 3,749 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $1,105,130.

    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 3,761 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $935,210.

    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 3,741 shares
    Change vs previous 13F -36 shares

    0.09% of the 13F portfolio, value $822,384.

    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 3,777 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $835,019.

    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).