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Disclosery

Geometric Wealth Advisors: VOO position timeline

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

Geometric Wealth Advisors held 3,417 VOO 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 3,417 shares
    Change vs previous 13F -41 shares

    0.25% of the 13F portfolio, value $2,347,002.

    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 3,458 shares
    Change vs previous 13F +598 shares

    0.26% of the 13F portfolio, value $2,066,478.

    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 2,860 shares
    Change vs previous 13F -337 shares

    0.23% of the 13F portfolio, value $1,793,658.

    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 3,197 shares
    Change vs previous 13F +700 shares

    0.26% of the 13F portfolio, value $1,957,843.

    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 2,497 shares
    Change vs previous 13F +19 shares

    0.21% of the 13F portfolio, value $1,418,430.

    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 2,478 shares
    Change vs previous 13F +77 shares

    0.22% of the 13F portfolio, value $1,273,523.

    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 2,401 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $1,293,739.

    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 2,399 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,265,936.

    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).