Skip to main content

Wealth Architects, LLC

SEC CIK
0001611518
Latest filing
Jul 23, 2026

MGRC holding history

McGrath Rentcorp in every 13F filed by Wealth Architects, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MGRC overviewAll 13F holders of MGRCFull Q2 2026 holdings

Shares (Q2 2026)
8,406
Value
$1.02M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MGRC by Wealth Architects, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,406$1.02M0.1%+40.0%AddedHolders
Q1 20268,402$926.6K0.1%00.0%UnchangedHolders
Q4 20258,402$881.6K0.1%00.0%UnchangedHolders
Q3 20258,402$985.6K0.1%+10.0%AddedHolders
Q2 20258,401$974.2K0.1%−14−0.2%ReducedHolders
Q1 20258,415$937.4K0.1%+7+0.1%AddedHolders
Q4 20248,408$940.2K0.1%+7+0.1%AddedHolders
Q3 20248,401$884.5K0.1%−2,000−19.2%ReducedHolders
Q2 202410,401$1.11M0.1%00.0%UnchangedHolders
Q1 202410,401$1.28M0.2%00.0%UnchangedHolders
Q4 202310,401$1.24M0.2%00.0%UnchangedHolders
Q3 202310,401$1.04M0.2%00.0%UnchangedHolders
Q2 202310,401$961.9K0.2%00.0%UnchangedHolders
Q1 202310,401$970.5K0.2%00.0%UnchangedHolders
Q4 202210,401$1.03M0.2%00.0%UnchangedHolders
Q3 202210,401$872.0K0.2%−2,653−20.3%ReducedHolders
Q2 202213,054$992.0K0.2%00.0%UnchangedHolders
Q1 202213,054$1.11M0.2%00.0%UnchangedHolders
Q4 202113,054$1.05M0.2%00.0%UnchangedHolders
Q3 202113,054$939.0K0.2%00.0%UnchangedHolders
Q2 202113,054$1.06M0.2%00.0%UnchangedHolders
Q1 202113,054$1.05M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.