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Disclosery

Geometric Wealth Advisors: IVV position timeline

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

Geometric Wealth Advisors held 2,654 IVV 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 2,654 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,987,554.

    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 2,654 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,733,619.

    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 2,654 shares
    Change vs previous 13F -38 shares

    0.23% of the 13F portfolio, value $1,817,831.

    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 2,692 shares
    Change vs previous 13F +218 shares

    0.24% of the 13F portfolio, value $1,801,756.

    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 2,474 shares
    Change vs previous 13F +56 shares

    0.23% of the 13F portfolio, value $1,536,107.

    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 2,418 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,358,674.

    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 2,418 shares
    Change vs previous 13F +100 shares

    0.26% of the 13F portfolio, value $1,423,428.

    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 2,318 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,337,069.

    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).