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Disclosery

GeoWealth Management, LLC: BAI position timeline

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

GeoWealth Management, LLC held 13,595 BAI 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 13,595 shares
    Change vs previous 13F -3,245 shares

    0.02% of the 13F portfolio, value $716,772.

    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 16,840 shares
    Change vs previous 13F +2,782 shares

    0.02% of the 13F portfolio, value $554,918.

    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 14,058 shares
    Change vs previous 13F -37,938 shares

    0.02% of the 13F portfolio, value $468,141.

    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 51,996 shares
    Change vs previous 13F +44,823 shares

    0.06% of the 13F portfolio, value $1,776,192.

    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 7,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,942.

    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).