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Wealth Architects, LLC: SCZ position timeline

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

Wealth Architects, LLC held 171,066 SCZ 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 171,066 shares
    Change vs previous 13F -4,010 shares

    1.11% of the 13F portfolio, value $14,073,610.

    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 175,076 shares
    Change vs previous 13F -4,889 shares

    1.22% of the 13F portfolio, value $13,727,703.

    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 179,965 shares
    Change vs previous 13F -998 shares

    1.26% of the 13F portfolio, value $13,952,681.

    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 180,963 shares
    Change vs previous 13F -7,513 shares

    1.31% of the 13F portfolio, value $13,883,457.

    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 188,476 shares
    Change vs previous 13F +3,884 shares

    1.39% of the 13F portfolio, value $13,698,413.

    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 184,592 shares
    Change vs previous 13F -1,514 shares

    1.29% of the 13F portfolio, value $11,727,156.

    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 186,106 shares
    Change vs previous 13F -1,131 shares

    1.28% of the 13F portfolio, value $11,305,969.

    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 187,237 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $12,675,933.

    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).