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GeoWealth Management, LLC: BOND position timeline

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

GeoWealth Management, LLC held 123,642 BOND 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 123,642 shares
    Change vs previous 13F +268 shares

    0.36% of the 13F portfolio, value $11,401,049.

    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 123,374 shares
    Change vs previous 13F -27,720 shares

    0.41% of the 13F portfolio, value $11,384,929.

    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 151,094 shares
    Change vs previous 13F +10,084 shares

    0.52% of the 13F portfolio, value $14,063,875.

    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 141,010 shares
    Change vs previous 13F +377 shares

    0.48% of the 13F portfolio, value $13,163,283.

    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 140,633 shares
    Change vs previous 13F -86,988 shares

    0.51% of the 13F portfolio, value $12,963,548.

    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 227,621 shares
    Change vs previous 13F +77,479 shares

    0.85% of the 13F portfolio, value $21,048,104.

    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 150,142 shares
    Change vs previous 13F +37 shares

    0.44% of the 13F portfolio, value $13,575,813.

    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 150,105 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $14,201,523.

    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).