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Disclosery

Wealth Architects, LLC: IVV position timeline

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

Wealth Architects, LLC held 115,487 IVV 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 115,487 shares
    Change vs previous 13F -210 shares

    6.83% of the 13F portfolio, value $86,487,342.

    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 115,697 shares
    Change vs previous 13F +463 shares

    6.74% of the 13F portfolio, value $75,574,123.

    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 115,234 shares
    Change vs previous 13F -2,376 shares

    7.11% of the 13F portfolio, value $78,928,636.

    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 117,610 shares
    Change vs previous 13F -1,402 shares

    7.43% of the 13F portfolio, value $78,716,210.

    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 119,012 shares
    Change vs previous 13F +948 shares

    7.51% of the 13F portfolio, value $73,894,238.

    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 118,064 shares
    Change vs previous 13F -4,989 shares

    7.32% of the 13F portfolio, value $66,340,382.

    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 123,053 shares
    Change vs previous 13F -1,428 shares

    8.18% of the 13F portfolio, value $72,438,942.

    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 124,481 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $71,803,011.

    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).