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Genesis Wealth Advisors, LLC: BSCR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesis Wealth Advisors, LLC on BSCR, newest first. How the timeline and the estimate are built.

Genesis Wealth Advisors, LLC held 392,529 BSCR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,529 shares
    Change vs previous 13F +20,191 shares

    4.6% of the 13F portfolio, value $7,699,452.

    13F-HR 0001951757-26-001152 filed by Genesis Wealth Advisors, 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 372,338 shares
    Change vs previous 13F +21,134 shares

    4.88% of the 13F portfolio, value $7,307,142.

    13F-HR 0001951757-26-000772 filed by Genesis Wealth Advisors, 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 351,204 shares
    Change vs previous 13F +15,252 shares

    4.75% of the 13F portfolio, value $6,932,762.

    13F-HR 0001951757-26-000433 filed by Genesis Wealth Advisors, 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 335,952 shares
    Change vs previous 13F +1,403 shares

    4.67% of the 13F portfolio, value $6,621,623.

    13F-HR 0001951757-25-001211 filed by Genesis Wealth Advisors, 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 334,549 shares
    Change vs previous 13F +12,959 shares

    4.93% of the 13F portfolio, value $6,573,897.

    13F-HR 0001951757-25-000859 filed by Genesis Wealth Advisors, 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 321,590 shares
    Change vs previous 13F -99,889 shares

    5.1% of the 13F portfolio, value $6,299,957.

    13F-HR 0001951757-25-000512 filed by Genesis Wealth Advisors, 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 421,479 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $8,210,407.

    13F-HR 0001951757-25-000179 filed by Genesis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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