Skip to content
Disclosery

Wealth Architects, LLC: SPY position timeline

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

Wealth Architects, LLC held 27,583 SPY 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 27,583 shares
    Change vs previous 13F +296 shares

    1.63% of the 13F portfolio, value $20,598,713.

    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 27,287 shares
    Change vs previous 13F +424 shares

    1.58% of the 13F portfolio, value $17,745,512.

    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 26,863 shares
    Change vs previous 13F -356 shares

    1.65% of the 13F portfolio, value $18,318,391.

    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 27,219 shares
    Change vs previous 13F -111 shares

    1.71% of the 13F portfolio, value $18,132,657.

    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 27,330 shares
    Change vs previous 13F -104 shares

    1.72% of the 13F portfolio, value $16,885,964.

    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 27,434 shares
    Change vs previous 13F +404 shares

    1.69% of the 13F portfolio, value $15,346,287.

    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 27,030 shares
    Change vs previous 13F +693 shares

    1.79% of the 13F portfolio, value $15,841,657.

    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 26,337 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $15,111,038.

    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).