Skip to content
Disclosery

Wealth Architects, LLC: PM position timeline

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

Wealth Architects, LLC held 7,579 PM 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 7,579 shares
    Change vs previous 13F -75 shares

    0.11% of the 13F portfolio, value $1,371,153.

    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 7,654 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $1,265,546.

    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 7,639 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $1,225,328.

    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 7,625 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $1,236,808.

    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 7,634 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $1,390,417.

    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 7,674 shares
    Change vs previous 13F +1,621 shares

    0.13% of the 13F portfolio, value $1,218,126.

    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 6,053 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $728,503.

    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 6,103 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $740,929.

    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).