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Disclosery

Wealth Architects, LLC: XLY position timeline

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

Wealth Architects, LLC held 2,555 XLY 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 2,555 shares
    Change vs previous 13F -1,473 shares

    0.02% of the 13F portfolio, value $299,650.

    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 4,028 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $438,971.

    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 4,028 shares
    Change vs previous 13F +2,014 shares

    0.04% of the 13F portfolio, value $480,983.

    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 2,014 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $482,635.

    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 2,014 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $437,703.

    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 2,014 shares
    Change vs previous 13F +115 shares

    0.04% of the 13F portfolio, value $397,684.

    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 1,899 shares
    Change vs previous 13F +700 shares

    0.05% of the 13F portfolio, value $426,041.

    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 1,199 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $240,244.

    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).