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Geometric Wealth Advisors: IEMG position timeline

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

Geometric Wealth Advisors held 24,400 IEMG 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 24,400 shares
    Change vs previous 13F +70 shares

    0.22% of the 13F portfolio, value $2,021,296.

    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 24,330 shares
    Change vs previous 13F +2,593 shares

    0.21% of the 13F portfolio, value $1,697,018.

    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 21,737 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,461,161.

    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 21,737 shares
    Change vs previous 13F +700 shares

    0.19% of the 13F portfolio, value $1,432,903.

    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 21,037 shares
    Change vs previous 13F +2,711 shares

    0.19% of the 13F portfolio, value $1,262,851.

    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 18,326 shares
    Change vs previous 13F +257 shares

    0.17% of the 13F portfolio, value $989,054.

    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 18,069 shares
    Change vs previous 13F +166 shares

    0.17% of the 13F portfolio, value $943,563.

    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 17,903 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,027,811.

    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).