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Livermore
Livermore
ZHEN

Wealth Architects, LLC

SEC CIK
0001611518
Latest filing
Jul 23, 2026

WEC holding history

Wec Energy Group, Inc. 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.

WEC overviewAll 13F holders of WECFull Q2 2026 holdings

Shares (Q2 2026)
9,733
Value
$1.14M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by Wealth Architects, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,733$1.14M0.1%+32+0.3%AddedHolders
Q1 20269,701$1.12M0.1%00.0%UnchangedHolders
Q4 20259,701$1.02M0.1%+14+0.1%AddedHolders
Q3 20259,687$1.11M0.1%−5−0.1%ReducedHolders
Q2 20259,692$1.01M0.1%−44−0.5%ReducedHolders
Q1 20259,736$1.06M0.1%+4,988+105.1%AddedHolders
Q4 20244,748$446.5K0.1%00.0%UnchangedHolders
Q3 20244,748$456.7K0.1%00.0%UnchangedHolders
Q2 20244,748$372.5K<0.1%−382−7.4%ReducedHolders
Q1 20245,130$421.3K0.1%−18−0.3%ReducedHolders
Q4 20235,148$433.3K0.1%00.0%UnchangedHolders
Q3 20235,148$414.7K0.1%+18+0.4%AddedHolders
Q2 20235,130$452.7K0.1%+366+7.7%AddedHolders
Q1 20234,764$451.6K0.1%00.0%UnchangedHolders
Q4 20224,764$446.7K0.1%−156−3.2%ReducedHolders
Q3 20224,920$440.0K0.1%−27−0.5%ReducedHolders
Q2 20224,947$498.0K0.1%00.0%UnchangedHolders
Q1 20224,947$494.0K0.1%+20.0%AddedHolders
Q4 20214,945$480.0K0.1%+59+1.2%AddedHolders
Q3 20214,886$431.0K0.1%−17−0.3%ReducedHolders
Q2 20214,903$436.0K0.1%+144+3.0%AddedHolders
Q1 20214,759$445.0K0.1%––Holders

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