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Geometric Wealth Advisors: AVUS position timeline

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

Geometric Wealth Advisors held 445,778 AVUS 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 445,778 shares
    Change vs previous 13F +9,677 shares

    6.18% of the 13F portfolio, value $57,095,249.

    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 436,101 shares
    Change vs previous 13F +49,857 shares

    6.07% of the 13F portfolio, value $48,485,764.

    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 386,244 shares
    Change vs previous 13F -2,159 shares

    5.55% of the 13F portfolio, value $43,174,330.

    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 388,403 shares
    Change vs previous 13F +842 shares

    5.63% of the 13F portfolio, value $42,219,395.

    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 387,561 shares
    Change vs previous 13F +137,238 shares

    5.84% of the 13F portfolio, value $39,073,906.

    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 250,323 shares
    Change vs previous 13F +198,864 shares

    3.95% of the 13F portfolio, value $23,124,798.

    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 51,459 shares
    Change vs previous 13F +180 shares

    0.91% of the 13F portfolio, value $4,987,954.

    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 51,279 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,879,197.

    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).