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GeoWealth Management, LLC: BBUS position timeline

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

GeoWealth Management, LLC held 20,984 BBUS 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 20,984 shares
    Change vs previous 13F +424 shares

    0.09% of the 13F portfolio, value $2,826,981.

    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 20,560 shares
    Change vs previous 13F +1,410 shares

    0.09% of the 13F portfolio, value $2,409,187.

    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 19,150 shares
    Change vs previous 13F +354 shares

    0.09% of the 13F portfolio, value $2,361,345.

    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 18,796 shares
    Change vs previous 13F -2,799 shares

    0.08% of the 13F portfolio, value $2,267,912.

    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 21,595 shares
    Change vs previous 13F -198 shares

    0.09% of the 13F portfolio, value $2,416,930.

    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 21,793 shares
    Change vs previous 13F -406 shares

    0.09% of the 13F portfolio, value $2,198,659.

    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 22,199 shares
    Change vs previous 13F -4,117 shares

    0.08% of the 13F portfolio, value $2,351,319.

    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 26,316 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,725,777.

    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).