Position in FINV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$91,709
-$8,424 QoQ
Shares Held
19,146
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Wealth Architects, LLC holds $2,484,842 across 5 Credit Services names. FINV ranks #5 (3.7% of the industry book) .
All Filings in FINV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,709 | 19,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,133 | 19,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,106 | 19,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $181,504 | 19,146 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $184,375 | 19,146 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $130,001 | 19,146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $118,322 | 19,146 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $91,326 | 19,146 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $96,495 | 19,146 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $103,742 | 21,172 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $105,436 | 21,172 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $97,391 | 21,172 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $79,838 | 19,146 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $94,964 | 19,146 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $81,944 | 19,146 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $90,943 | 19,146 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $76,009 | 19,146 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $94,389 | 19,146 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $107,983 | 19,146 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $182,269 | 19,146 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $134,213 | 19,146 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $51,119 | 19,146 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $35,228 | 19,146 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $23,209 | 12,823 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||