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Disclosery

Geometric Wealth Advisors: DFSB position timeline

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

Geometric Wealth Advisors held 11,985 DFSB 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 11,985 shares
    Change vs previous 13F +123 shares

    0.07% of the 13F portfolio, value $624,563.

    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 11,862 shares
    Change vs previous 13F -1,371 shares

    0.08% of the 13F portfolio, value $613,758.

    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 13,233 shares
    Change vs previous 13F +308 shares

    0.09% of the 13F portfolio, value $685,469.

    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 12,925 shares
    Change vs previous 13F +1,645 shares

    0.09% of the 13F portfolio, value $688,527.

    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 11,280 shares
    Change vs previous 13F -432 shares

    0.09% of the 13F portfolio, value $591,423.

    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 11,712 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $603,180.

    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).