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GeoWealth Management, LLC: BIL position timeline

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

GeoWealth Management, LLC held 36,090 BIL 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 36,090 shares
    Change vs previous 13F +10,858 shares

    0.1% of the 13F portfolio, value $3,307,337.

    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 25,232 shares
    Change vs previous 13F +17,750 shares

    0.08% of the 13F portfolio, value $2,312,460.

    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 7,482 shares
    Change vs previous 13F -9,371 shares

    0.03% of the 13F portfolio, value $683,724.

    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 16,853 shares
    Change vs previous 13F +13,066 shares

    0.06% of the 13F portfolio, value $1,546,380.

    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 3,787 shares
    Change vs previous 13F -58,301 shares

    0.01% of the 13F portfolio, value $347,409.

    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 62,088 shares
    Change vs previous 13F -210,557 shares

    0.23% of the 13F portfolio, value $5,695,450.

    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 272,645 shares
    Change vs previous 13F +197,056 shares

    0.82% of the 13F portfolio, value $24,927,874.

    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 75,589 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,939,812.

    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).