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Wealth Architects, LLC: MSFT position timeline

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

Wealth Architects, LLC held 21,111 MSFT 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 21,111 shares
    Change vs previous 13F +488 shares

    0.62% of the 13F portfolio, value $7,874,882.

    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 20,623 shares
    Change vs previous 13F +45 shares

    0.68% of the 13F portfolio, value $7,634,161.

    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 20,578 shares
    Change vs previous 13F -609 shares

    0.9% of the 13F portfolio, value $9,952,085.

    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 21,187 shares
    Change vs previous 13F -221 shares

    1.04% of the 13F portfolio, value $10,973,608.

    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 21,408 shares
    Change vs previous 13F -78 shares

    1.08% of the 13F portfolio, value $10,648,312.

    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 21,486 shares
    Change vs previous 13F +4,626 shares

    0.89% of the 13F portfolio, value $8,065,782.

    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 16,860 shares
    Change vs previous 13F +844 shares

    0.8% of the 13F portfolio, value $7,106,611.

    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 16,016 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,891,471.

    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).