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Disclosery

Wealth Architects, LLC: SUB position timeline

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

Wealth Architects, LLC held 35,616 SUB 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 35,616 shares
    Change vs previous 13F +1,117 shares

    0.3% of the 13F portfolio, value $3,792,036.

    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 34,499 shares
    Change vs previous 13F +748 shares

    0.33% of the 13F portfolio, value $3,674,144.

    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 33,751 shares
    Change vs previous 13F +3,267 shares

    0.32% of the 13F portfolio, value $3,601,232.

    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 30,484 shares
    Change vs previous 13F +1,250 shares

    0.31% of the 13F portfolio, value $3,255,082.

    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 29,234 shares
    Change vs previous 13F +810 shares

    0.32% of the 13F portfolio, value $3,108,744.

    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 28,424 shares
    Change vs previous 13F +954 shares

    0.33% of the 13F portfolio, value $3,001,574.

    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 27,470 shares
    Change vs previous 13F +477 shares

    0.33% of the 13F portfolio, value $2,897,536.

    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 26,993 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,866,387.

    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).