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ADVISORY RESEARCH INC: GENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on GENI, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 91,730 GENI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,730 shares
    Change vs previous 13F +1,318 shares

    0.06% of the 13F portfolio, value $555,884.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,412 shares
    Change vs previous 13F +3,439 shares

    0.05% of the 13F portfolio, value $400,525.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,973 shares
    Change vs previous 13F +4,298 shares

    0.12% of the 13F portfolio, value $958,442.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 82,675 shares
    Change vs previous 13F +2,924 shares

    0.13% of the 13F portfolio, value $1,023,516.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,751 shares
    Change vs previous 13F +5,385 shares

    0.13% of the 13F portfolio, value $829,410.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,366 shares
    Change vs previous 13F +210 shares

    0.13% of the 13F portfolio, value $744,404.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,156 shares
    Change vs previous 13F +307 shares

    0.11% of the 13F portfolio, value $641,449.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,849 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $578,976.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).