Number of Shares
263,440
Previous 263,334 0.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
N/A
106 Added 0.04%
263,440 $0
Q2 2025

Jul 25, 2025

SELL
N/A
-989 Reduced 0.37%
263,334 $0
Q1 2025

May 14, 2025

BUY
N/A
42,156 Added 18.97%
264,323 $0
Q1 2025

May 12, 2025

SELL
N/A
-42,614 Reduced 16.09%
222,167 $0
Q4 2024

Feb 10, 2025

BUY
N/A
264,781 New
264,781 $0
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.