Skip to content
Disclosery

Geometric Wealth Advisors: BNDW position timeline

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

Geometric Wealth Advisors held 22,440 BNDW 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 22,440 shares
    Change vs previous 13F +189 shares

    0.17% of the 13F portfolio, value $1,537,802.

    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 22,251 shares
    Change vs previous 13F +4,303 shares

    0.19% of the 13F portfolio, value $1,520,871.

    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 17,948 shares
    Change vs previous 13F +2,080 shares

    0.16% of the 13F portfolio, value $1,233,762.

    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 15,868 shares
    Change vs previous 13F +2,760 shares

    0.15% of the 13F portfolio, value $1,105,419.

    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 13,108 shares
    Change vs previous 13F +4,286 shares

    0.14% of the 13F portfolio, value $908,747.

    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 8,822 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $607,058.

    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).