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GREENWOOD CAPITAL ASSOCIATES LLC: GENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREENWOOD CAPITAL ASSOCIATES LLC on GENI, newest first. How the timeline and the estimate are built.

GREENWOOD CAPITAL ASSOCIATES LLC held 74,016 GENI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,016 shares
    Change vs previous 13F -1,571 shares

    0.04% of the 13F portfolio, value $448,537.

    13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 75,587 shares
    Change vs previous 13F +26,446 shares

    0.04% of the 13F portfolio, value $334,850.

    13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 49,141 shares
    Change vs previous 13F +1,029 shares

    0.06% of the 13F portfolio, value $541,534.

    13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 48,112 shares
    Change vs previous 13F -4,580 shares

    0.07% of the 13F portfolio, value $595,627.

    13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 52,692 shares
    Change vs previous 13F +937 shares

    0.07% of the 13F portfolio, value $547,997.

    13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 51,755 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $518,068.

    13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).