Wealth Architects, LLC: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on VTV, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 144,223 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 144,223 sharesChange vs previous 13F -2,101 shares
2.48% of the 13F portfolio, value $31,430,671.
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 146,324 sharesChange vs previous 13F -3,359 shares
2.56% of the 13F portfolio, value $28,708,705.
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 149,683 sharesChange vs previous 13F -2,611 shares
2.58% of the 13F portfolio, value $28,587,995.
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 152,294 sharesChange vs previous 13F -798 shares
2.68% of the 13F portfolio, value $28,401,323.
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 153,092 sharesChange vs previous 13F +8,205 shares
2.75% of the 13F portfolio, value $27,057,556.
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 144,887 sharesChange vs previous 13F -6,091 shares
2.76% of the 13F portfolio, value $25,027,725.
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 150,978 sharesChange vs previous 13F -5,276 shares
2.89% of the 13F portfolio, value $25,560,503.
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 156,254 sharesChange vs previous 13F not available
3.09% of the 13F portfolio, value $27,277,344.
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).