Skip to content
Disclosery

Genesis Wealth Advisors, LLC: ORC position timeline

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

Genesis Wealth Advisors, LLC held 12,816 ORC 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 12,816 shares
    Change vs previous 13F +2,480 shares

    0.05% of the 13F portfolio, value $89,329.

    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 10,336 shares
    Change vs previous 13F +336 shares

    0.05% of the 13F portfolio, value $72,659.

    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 10,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $72,000.

    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).