Position in L
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$390,687
+$12,294 QoQ
Shares Held
3,451
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#486
of 781 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wealth Architects, LLC holds $1,106,201 across 3 Insurance - Property & Casualty names. L ranks #2 (35.3% of the industry book) .
All Filings in L
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,687 | 3,451 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $378,393 | 3,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,529 | 3,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $344,638 | 3,433 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $310,452 | 3,387 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $349,809 | 3,806 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $320,636 | 3,786 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $297,939 | 3,769 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $276,089 | 3,694 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $282,392 | 3,607 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $250,871 | 3,605 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,258 | 3,637 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $219,052 | 3,689 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $209,162 | 3,605 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $204,213 | 3,501 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $213,517 | 3,294 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||