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Disclosery

Wealth Architects, LLC: IJR position timeline

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

Wealth Architects, LLC held 505,346 IJR 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 505,346 shares
    Change vs previous 13F -661 shares

    5.92% of the 13F portfolio, value $74,947,892.

    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 506,007 shares
    Change vs previous 13F +9,435 shares

    5.61% of the 13F portfolio, value $62,901,715.

    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 496,572 shares
    Change vs previous 13F +10,545 shares

    5.38% of the 13F portfolio, value $59,678,064.

    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 486,027 shares
    Change vs previous 13F -1,589 shares

    5.45% of the 13F portfolio, value $57,754,618.

    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 487,616 shares
    Change vs previous 13F +17,411 shares

    5.41% of the 13F portfolio, value $53,291,530.

    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 470,205 shares
    Change vs previous 13F -5,717 shares

    5.42% of the 13F portfolio, value $49,169,322.

    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 475,922 shares
    Change vs previous 13F +12,105 shares

    6.19% of the 13F portfolio, value $54,835,790.

    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 463,817 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $54,248,000.

    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).