Skip to content
Disclosery

GeoWealth Management, LLC: AVB position timeline

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

GeoWealth Management, LLC held 7,566 AVB 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 7,566 shares
    Change vs previous 13F +359 shares

    0.04% of the 13F portfolio, value $1,427,748.

    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 7,207 shares
    Change vs previous 13F -1,538 shares

    0.04% of the 13F portfolio, value $1,177,327.

    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 8,745 shares
    Change vs previous 13F -325 shares

    0.06% of the 13F portfolio, value $1,585,556.

    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 9,070 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $1,752,052.

    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 9,094 shares
    Change vs previous 13F -927 shares

    0.07% of the 13F portfolio, value $1,850,629.

    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 10,021 shares
    Change vs previous 13F -1,183 shares

    0.09% of the 13F portfolio, value $2,150,733.

    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 11,204 shares
    Change vs previous 13F +2,361 shares

    0.08% of the 13F portfolio, value $2,464,460.

    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 8,843 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,991,886.

    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).