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Disclosery

GeoWealth Management, LLC: ADSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on ADSK, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 5,564 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,564 shares
    Change vs previous 13F +391 shares

    0.03% of the 13F portfolio, value $1,081,755.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 5,173 shares
    Change vs previous 13F -337 shares

    0.04% of the 13F portfolio, value $1,238,415.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 5,510 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $1,631,015.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 5,543 shares
    Change vs previous 13F +2,216 shares

    0.06% of the 13F portfolio, value $1,760,844.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 3,327 shares
    Change vs previous 13F -68 shares

    0.04% of the 13F portfolio, value $1,029,939.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 3,395 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $888,811.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    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 3,456 shares
    Change vs previous 13F +467 shares

    0.03% of the 13F portfolio, value $1,021,492.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    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 2,989 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $823,409.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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