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GeoWealth Management, LLC: AYI position timeline

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

GeoWealth Management, LLC held 825 AYI 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 825 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $310,576.

    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 759 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $213,179.

    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 806 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $290,031.

    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 789 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $271,607.

    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 738 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $220,175.

    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 739 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $194,616.

    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 790 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $230,783.

    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 742 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,339.

    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).