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GeoWealth Management, LLC: BCS position timeline

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

GeoWealth Management, LLC held 120,095 BCS 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 120,095 shares
    Change vs previous 13F -50,589 shares

    0.1% of the 13F portfolio, value $3,225,721.

    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 170,684 shares
    Change vs previous 13F +34,437 shares

    0.13% of the 13F portfolio, value $3,611,645.

    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 136,247 shares
    Change vs previous 13F -7,628 shares

    0.13% of the 13F portfolio, value $3,467,487.

    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 143,875 shares
    Change vs previous 13F +48,655 shares

    0.11% of the 13F portfolio, value $2,973,896.

    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 95,220 shares
    Change vs previous 13F +30,872 shares

    0.07% of the 13F portfolio, value $1,770,140.

    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 64,348 shares
    Change vs previous 13F -14,033 shares

    0.04% of the 13F portfolio, value $988,385.

    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 78,381 shares
    Change vs previous 13F -1,159 shares

    0.03% of the 13F portfolio, value $1,041,682.

    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 79,540 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $966,411.

    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).