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Disclosery

GeoWealth Management, LLC: BND position timeline

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

GeoWealth Management, LLC held 11,940 BND 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 11,940 shares
    Change vs previous 13F -1,089 shares

    0.03% of the 13F portfolio, value $876,516.

    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 13,029 shares
    Change vs previous 13F +1,438 shares

    0.03% of the 13F portfolio, value $959,441.

    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 11,591 shares
    Change vs previous 13F -8,483 shares

    0.03% of the 13F portfolio, value $858,545.

    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 20,074 shares
    Change vs previous 13F -1,015 shares

    0.05% of the 13F portfolio, value $1,492,925.

    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 21,089 shares
    Change vs previous 13F -32,118 shares

    0.06% of the 13F portfolio, value $1,552,782.

    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 53,207 shares
    Change vs previous 13F +35,635 shares

    0.16% of the 13F portfolio, value $3,908,071.

    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 17,572 shares
    Change vs previous 13F -895 shares

    0.04% of the 13F portfolio, value $1,263,612.

    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 18,467 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,387,056.

    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).