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Disclosery

Wealth Architects, LLC: WMT position timeline

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

Wealth Architects, LLC held 19,119 WMT 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 19,119 shares
    Change vs previous 13F -140 shares

    0.17% of the 13F portfolio, value $2,165,418.

    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 19,259 shares
    Change vs previous 13F +487 shares

    0.21% of the 13F portfolio, value $2,393,509.

    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 18,772 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $2,091,389.

    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 18,774 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $1,934,848.

    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 18,757 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $1,834,059.

    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 18,821 shares
    Change vs previous 13F +10,954 shares

    0.18% of the 13F portfolio, value $1,652,296.

    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 7,867 shares
    Change vs previous 13F +898 shares

    0.08% of the 13F portfolio, value $710,783.

    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 6,969 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $562,747.

    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).