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Disclosery

Wealth Architects, LLC: WELL position timeline

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

Wealth Architects, LLC held 6,968 WELL 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 6,968 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $1,581,527.

    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 6,945 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $1,373,096.

    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 6,939 shares
    Change vs previous 13F +33 shares

    0.12% of the 13F portfolio, value $1,287,948.

    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 6,906 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $1,230,235.

    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 6,907 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $1,061,813.

    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 6,902 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,057,455.

    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).