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Disclosery

Geometric Wealth Advisors: VTV position timeline

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

Geometric Wealth Advisors held 7,206 VTV 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 7,206 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $1,570,295.

    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 7,307 shares
    Change vs previous 13F +373 shares

    0.18% of the 13F portfolio, value $1,433,535.

    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 6,934 shares
    Change vs previous 13F -59 shares

    0.17% of the 13F portfolio, value $1,324,229.

    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 6,993 shares
    Change vs previous 13F +429 shares

    0.17% of the 13F portfolio, value $1,304,031.

    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 6,564 shares
    Change vs previous 13F -42 shares

    0.17% of the 13F portfolio, value $1,160,033.

    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 6,606 shares
    Change vs previous 13F +2,501 shares

    0.19% of the 13F portfolio, value $1,141,034.

    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 4,105 shares
    Change vs previous 13F +308 shares

    0.13% of the 13F portfolio, value $694,977.

    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 3,797 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $662,842.

    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).