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
- period ended2026-06-3013F 22,203 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,725 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,526 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,526 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,018 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 18,548 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,548 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,548 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).