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Disclosery

Geometric Wealth Advisors: SCHC position timeline

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

Geometric Wealth Advisors held 8,114 SCHC 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 8,114 shares
    Change vs previous 13F +642 shares

    0.04% of the 13F portfolio, value $390,426.

    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 7,472 shares
    Change vs previous 13F +295 shares

    0.04% of the 13F portfolio, value $349,248.

    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 7,177 shares
    Change vs previous 13F -216 shares

    0.04% of the 13F portfolio, value $326,775.

    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 7,393 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $336,436.

    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 7,308 shares
    Change vs previous 13F -2,741 shares

    0.05% of the 13F portfolio, value $311,230.

    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 10,049 shares
    Change vs previous 13F +383 shares

    0.06% of the 13F portfolio, value $360,549.

    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 9,666 shares
    Change vs previous 13F +464 shares

    0.06% of the 13F portfolio, value $331,825.

    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 9,202 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $354,540.

    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).