Geometric Wealth Advisors: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geometric Wealth Advisors on VO, newest first. How the timeline and the estimate are built.
Geometric Wealth Advisors held 8,158 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 8,158 sharesChange vs previous 13F +6,118 shares
0.07% of the 13F portfolio, value $657,255.
13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,040 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $585,722.
13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,040 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $591,922.
13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,040 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $599,101.
13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,040 sharesChange vs previous 13F -11 shares
0.09% of the 13F portfolio, value $570,731.
13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,051 sharesChange vs previous 13F +1,031 shares
0.09% of the 13F portfolio, value $530,435.
13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,020 sharesChange vs previous 13F +64 shares
0.05% of the 13F portfolio, value $269,413.
13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 956 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $252,221.
13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).