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Disclosery

Wealth Architects, LLC: XLK position timeline

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

Wealth Architects, LLC held 11,804 XLK 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 11,804 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,248,898.

    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 11,804 shares
    Change vs previous 13F -1,010 shares

    0.14% of the 13F portfolio, value $1,568,752.

    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 12,814 shares
    Change vs previous 13F +6,407 shares

    0.17% of the 13F portfolio, value $1,844,832.

    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 6,407 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,805,877.

    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 6,407 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,622,445.

    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 6,407 shares
    Change vs previous 13F +370 shares

    0.15% of the 13F portfolio, value $1,322,917.

    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 6,037 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,403,723.

    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).