Wealth Architects, LLC: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on SCHB, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 58,763 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 58,763 sharesChange vs previous 13F +153 shares
0.13% of the 13F portfolio, value $1,701,794.
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 58,610 sharesChange vs previous 13F +1,653 shares
0.13% of the 13F portfolio, value $1,471,099.
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 56,957 sharesChange vs previous 13F -888 shares
0.13% of the 13F portfolio, value $1,493,990.
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 57,845 sharesChange vs previous 13F -1,547 shares
0.14% of the 13F portfolio, value $1,487,193.
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 59,392 sharesChange vs previous 13F +25 shares
0.14% of the 13F portfolio, value $1,415,317.
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 59,367 sharesChange vs previous 13F +27 shares
0.14% of the 13F portfolio, value $1,278,162.
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 59,340 sharesChange vs previous 13F +39,296 shares
0.15% of the 13F portfolio, value $1,347,020.
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 20,044 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,333,303.
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).