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Genesis Wealth Advisors, LLC: EBND position timeline

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

Genesis Wealth Advisors, LLC held 211,659 EBND 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 211,659 shares
    Change vs previous 13F +10,002 shares

    2.65% of the 13F portfolio, value $4,427,912.

    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 201,657 shares
    Change vs previous 13F +11,749 shares

    2.78% of the 13F portfolio, value $4,162,196.

    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 189,908 shares
    Change vs previous 13F +5,037 shares

    2.78% of the 13F portfolio, value $4,058,331.

    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 184,871 shares
    Change vs previous 13F +1,726 shares

    2.78% of the 13F portfolio, value $3,948,845.

    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 183,145 shares
    Change vs previous 13F +6,677 shares

    2.94% of the 13F portfolio, value $3,919,306.

    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 176,468 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,541,717.

    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).