Skip to content
Disclosery

Wealth Architects, LLC: IWV position timeline

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

Wealth Architects, LLC held 5,430 IWV 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 5,430 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,315,370.

    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 5,430 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,012,808.

    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 5,430 shares
    Change vs previous 13F -65 shares

    0.19% of the 13F portfolio, value $2,100,612.

    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 5,495 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,082,292.

    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 5,495 shares
    Change vs previous 13F -8 shares

    0.2% of the 13F portfolio, value $1,928,760.

    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 5,503 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,747,987.

    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 5,503 shares
    Change vs previous 13F -202 shares

    0.21% of the 13F portfolio, value $1,839,392.

    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 5,705 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,864,009.

    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).