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Disclosery

Geometric Wealth Advisors: DFIP position timeline

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

Geometric Wealth Advisors held 531,015 DFIP 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 531,015 shares
    Change vs previous 13F +19,452 shares

    2.37% of the 13F portfolio, value $21,907,020.

    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 511,563 shares
    Change vs previous 13F -14,358 shares

    2.67% of the 13F portfolio, value $21,342,388.

    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 525,921 shares
    Change vs previous 13F +4,687 shares

    2.81% of the 13F portfolio, value $21,854,637.

    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 521,234 shares
    Change vs previous 13F +22,410 shares

    2.93% of the 13F portfolio, value $22,011,723.

    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 498,824 shares
    Change vs previous 13F +848 shares

    3.12% of the 13F portfolio, value $20,855,848.

    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 497,976 shares
    Change vs previous 13F +46,864 shares

    3.58% of the 13F portfolio, value $20,970,272.

    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 451,112 shares
    Change vs previous 13F +21,242 shares

    3.32% of the 13F portfolio, value $18,265,882.

    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 429,870 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $18,174,918.

    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).