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Genesis Wealth Advisors, LLC: IVW position timeline

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

Genesis Wealth Advisors, LLC held 4,869 IVW 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 4,869 shares
    Change vs previous 13F -108 shares

    0.4% of the 13F portfolio, value $669,634.

    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 4,977 shares
    Change vs previous 13F -25 shares

    0.38% of the 13F portfolio, value $562,948.

    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 5,002 shares
    Change vs previous 13F -60 shares

    0.42% of the 13F portfolio, value $616,547.

    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 5,062 shares
    Change vs previous 13F -100 shares

    0.43% of the 13F portfolio, value $611,085.

    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 5,162 shares
    Change vs previous 13F +418 shares

    0.43% of the 13F portfolio, value $568,336.

    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 4,744 shares
    Change vs previous 13F +1,376 shares

    0.36% of the 13F portfolio, value $440,386.

    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 3,368 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $341,953.

    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).