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Geometric Wealth Advisors: AVNM position timeline

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

Geometric Wealth Advisors held 736,769 AVNM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 736,769 shares
    Change vs previous 13F +23,215 shares

    6.57% of the 13F portfolio, value $60,695,025.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 713,554 shares
    Change vs previous 13F +29,119 shares

    6.81% of the 13F portfolio, value $54,351,406.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 684,435 shares
    Change vs previous 13F +9,946 shares

    6.47% of the 13F portfolio, value $50,319,641.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 674,489 shares
    Change vs previous 13F +3,824 shares

    6.34% of the 13F portfolio, value $47,618,943.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 670,665 shares
    Change vs previous 13F +452,344 shares

    6.54% of the 13F portfolio, value $43,801,119.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 218,321 shares
    Change vs previous 13F +1,074 shares

    2.18% of the 13F portfolio, value $12,730,719.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 217,247 shares
    Change vs previous 13F +16,876 shares

    2.16% of the 13F portfolio, value $11,898,385.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 200,371 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $12,024,043.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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