Wealth Architects, LLC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on VIG, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 256,927 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 256,927 sharesChange vs previous 13F +5,673 shares
4.8% of the 13F portfolio, value $60,794,171.
13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 251,254 sharesChange vs previous 13F +6,005 shares
4.82% of the 13F portfolio, value $54,034,577.
13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 245,249 sharesChange vs previous 13F +1,187 shares
4.86% of the 13F portfolio, value $53,900,908.
13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 244,062 sharesChange vs previous 13F -5,698 shares
4.97% of the 13F portfolio, value $52,666,049.
13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 249,760 sharesChange vs previous 13F +12,003 shares
5.19% of the 13F portfolio, value $51,118,400.
13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 237,757 sharesChange vs previous 13F -8,197 shares
5.09% of the 13F portfolio, value $46,122,392.
13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 245,954 sharesChange vs previous 13F +9,317 shares
5.44% of the 13F portfolio, value $48,165,144.
13F-HR 0001581794-25-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 236,637 sharesChange vs previous 13F not available
5.3% of the 13F portfolio, value $46,868,321.
13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).