Skip to content
Disclosery

GENESIS PRIVATE WEALTH, LLC: NDAQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on NDAQ, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 3,109 NDAQ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,109 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $245,051.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
    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 3,124 shares
    Change vs previous 13F +885 shares

    0.08% of the 13F portfolio, value $265,196.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
    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 2,239 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $217,474.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    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 2,293 shares
    Change vs previous 13F -109 shares

    0.09% of the 13F portfolio, value $202,816.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    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 2,402 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $214,787.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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