Skip to content
Disclosery

Wealth Architects, LLC: OTF position timeline

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

Wealth Architects, LLC held 31,398 OTF 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 31,398 shares
    Change vs previous 13F +9,944 shares

    0.03% of the 13F portfolio, value $324,969.

    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 21,454 shares
    Change vs previous 13F +9,942 shares

    0.02% of the 13F portfolio, value $265,815.

    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 11,512 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $167,384.

    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).