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Disclosery

Wealth Architects, LLC: IWM position timeline

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

Wealth Architects, LLC held 6,598 IWM 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 6,598 shares
    Change vs previous 13F -990 shares

    0.16% of the 13F portfolio, value $1,982,395.

    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 7,588 shares
    Change vs previous 13F +77 shares

    0.17% of the 13F portfolio, value $1,881,746.

    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 7,511 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,849,002.

    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 7,511 shares
    Change vs previous 13F +52 shares

    0.17% of the 13F portfolio, value $1,817,379.

    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 7,459 shares
    Change vs previous 13F +4,735 shares

    0.16% of the 13F portfolio, value $1,609,569.

    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 2,724 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $543,392.

    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 2,729 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $603,100.

    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 2,729 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $602,909.

    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).