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Wealth Architects, LLC: JMSI position timeline

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

Wealth Architects, LLC held 22,203 JMSI 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 22,203 shares
    Change vs previous 13F +478 shares

    0.09% of the 13F portfolio, value $1,119,919.

    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 21,725 shares
    Change vs previous 13F +1,199 shares

    0.1% of the 13F portfolio, value $1,080,819.

    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 20,526 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,034,104.

    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 20,526 shares
    Change vs previous 13F +508 shares

    0.1% of the 13F portfolio, value $1,030,816.

    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 20,018 shares
    Change vs previous 13F +1,470 shares

    0.1% of the 13F portfolio, value $989,290.

    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 18,548 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $923,690.

    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 18,548 shares
    Change vs previous 13F +5,000 shares

    0.1% of the 13F portfolio, value $928,698.

    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 13,548 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $691,354.

    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).