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Disclosery

Geometric Wealth Advisors: SCHB position timeline

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

Geometric Wealth Advisors held 95,454 SCHB 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 95,454 shares
    Change vs previous 13F +6,148 shares

    0.3% of the 13F portfolio, value $2,764,359.

    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 89,306 shares
    Change vs previous 13F -1,065 shares

    0.28% of the 13F portfolio, value $2,241,584.

    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 90,371 shares
    Change vs previous 13F -379 shares

    0.3% of the 13F portfolio, value $2,370,428.

    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 90,750 shares
    Change vs previous 13F +1,084 shares

    0.31% of the 13F portfolio, value $2,333,195.

    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 89,666 shares
    Change vs previous 13F +377 shares

    0.32% of the 13F portfolio, value $2,136,749.

    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 89,289 shares
    Change vs previous 13F +571 shares

    0.33% of the 13F portfolio, value $1,922,383.

    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 88,718 shares
    Change vs previous 13F +60,009 shares

    0.37% of the 13F portfolio, value $2,013,890.

    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 28,709 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,909,718.

    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).