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Wealth Architects, LLC: VBR position timeline

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

Wealth Architects, LLC held 129,165 VBR 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 129,165 shares
    Change vs previous 13F -2,557 shares

    2.48% of the 13F portfolio, value $31,385,908.

    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 131,722 shares
    Change vs previous 13F -1,214 shares

    2.55% of the 13F portfolio, value $28,616,497.

    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 132,936 shares
    Change vs previous 13F -1,036 shares

    2.54% of the 13F portfolio, value $28,154,567.

    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 133,972 shares
    Change vs previous 13F -372 shares

    2.64% of the 13F portfolio, value $27,961,276.

    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 134,344 shares
    Change vs previous 13F +6,792 shares

    2.66% of the 13F portfolio, value $26,198,426.

    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 127,552 shares
    Change vs previous 13F -2,014 shares

    2.62% of the 13F portfolio, value $23,761,618.

    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 129,566 shares
    Change vs previous 13F -2,246 shares

    2.9% of the 13F portfolio, value $25,677,354.

    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 131,812 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $26,465,299.

    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).