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Disclosery

GeoWealth Management, LLC: BTI position timeline

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

GeoWealth Management, LLC held 12,913 BTI 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 12,913 shares
    Change vs previous 13F -610 shares

    0.03% of the 13F portfolio, value $797,488.

    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 13,523 shares
    Change vs previous 13F +2,558 shares

    0.03% of the 13F portfolio, value $790,740.

    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 10,965 shares
    Change vs previous 13F -944 shares

    0.02% of the 13F portfolio, value $620,837.

    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 11,909 shares
    Change vs previous 13F +904 shares

    0.02% of the 13F portfolio, value $632,130.

    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 11,005 shares
    Change vs previous 13F +2,054 shares

    0.02% of the 13F portfolio, value $520,867.

    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 8,951 shares
    Change vs previous 13F -2,840 shares

    0.01% of the 13F portfolio, value $370,303.

    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 11,791 shares
    Change vs previous 13F +446 shares

    0.01% of the 13F portfolio, value $428,249.

    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 11,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,000.

    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).