Ownership history in Wealth Architects, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in PROSHARES TR (TOLZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 58,986 | -1,202 | -2.0% | 0.29% | $3.2M | $54.15 |
| 2025 Q3 | REDUCED | 60,188 | -69 | -0.1% | 0.31% | $3.3M | $53.76 |
| 2025 Q2 | ADDED | 60,257 | +24,957 | +70.7% | 0.33% | $3.2M | $53.10 |
| 2025 Q1 | REDUCED | 35,300 | -28,209 | -44.4% | 0.26% | $2.3M | $50.80 |
| 2024 Q4 | REDUCED | 63,509 | -799 | -1.2% | 0.35% | $3.1M | $47.19 |
| 2024 Q3 | REDUCED | 64,308 | -2,460 | -3.7% | 0.37% | $3.3M | $48.22 |
| 2024 Q2 | REDUCED | 66,768 | -61 | -0.1% | 0.37% | $3.0M | $42.56 |
| 2024 Q1 | REDUCED | 66,829 | -10 | -0.0% | 0.40% | $3.1M | $42.73 |
| 2023 Q4 | REDUCED | 66,839 | -4,653 | -6.5% | 0.43% | $3.0M | $42.25 |
| 2023 Q3 | REDUCED | 71,492 | -3,772 | -5.0% | 0.50% | $3.0M | $38.03 |
As of 2025 Q4 — sorted by position size