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Disclosery

Wealth Architects, LLC: TOLZ position timeline

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

Wealth Architects, LLC held 56,282 TOLZ 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 56,282 shares
    Change vs previous 13F -71 shares

    0.26% of the 13F portfolio, value $3,335,834.

    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 56,353 shares
    Change vs previous 13F -2,633 shares

    0.3% of the 13F portfolio, value $3,380,053.

    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 58,986 shares
    Change vs previous 13F -1,202 shares

    0.29% of the 13F portfolio, value $3,194,092.

    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 60,188 shares
    Change vs previous 13F -69 shares

    0.31% of the 13F portfolio, value $3,257,098.

    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 60,257 shares
    Change vs previous 13F -590 shares

    0.33% of the 13F portfolio, value $3,244,960.

    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 60,847 shares
    Change vs previous 13F -2,662 shares

    0.35% of the 13F portfolio, value $3,203,862.

    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 63,509 shares
    Change vs previous 13F -799 shares

    0.35% of the 13F portfolio, value $3,119,562.

    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 64,308 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,251,464.

    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).