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Disclosery

Geometric Wealth Advisors: DFSD position timeline

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

Geometric Wealth Advisors held 26,865 DFSD 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 26,865 shares
    Change vs previous 13F +607 shares

    0.14% of the 13F portfolio, value $1,282,798.

    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 26,258 shares
    Change vs previous 13F +681 shares

    0.16% of the 13F portfolio, value $1,257,233.

    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 25,577 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $1,226,403.

    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 25,743 shares
    Change vs previous 13F +5,868 shares

    0.17% of the 13F portfolio, value $1,240,566.

    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 19,875 shares
    Change vs previous 13F +8,564 shares

    0.14% of the 13F portfolio, value $954,217.

    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 11,311 shares
    Change vs previous 13F -1,758 shares

    0.09% of the 13F portfolio, value $537,488.

    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 13,069 shares
    Change vs previous 13F +2,093 shares

    0.11% of the 13F portfolio, value $612,678.

    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 10,976 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $523,987.

    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).