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GENESIS PRIVATE WEALTH, LLC: PULS position timeline

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

GENESIS PRIVATE WEALTH, LLC held 53,817 PULS 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 53,817 shares
    Change vs previous 13F +2,162 shares

    0.75% of the 13F portfolio, value $2,666,646.

    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 51,655 shares
    Change vs previous 13F +82 shares

    0.8% of the 13F portfolio, value $2,556,945.

    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 51,573 shares
    Change vs previous 13F +4,508 shares

    0.79% of the 13F portfolio, value $2,557,528.

    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 47,065 shares
    Change vs previous 13F +1,136 shares

    0.99% of the 13F portfolio, value $2,345,272.

    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 45,929 shares
    Change vs previous 13F +540 shares

    1.08% of the 13F portfolio, value $2,285,450.

    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).

  6. period ended2025-03-31
    13F 45,389 shares
    Change vs previous 13F +1,898 shares

    1.2% of the 13F portfolio, value $2,257,203.

    13F-HR 0001725547-25-001448 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).

  7. period ended2024-12-31
    13F 43,491 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,154,982.

    13F-HR 0001725547-25-000136 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).