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GeoWealth Management, LLC: BUD position timeline

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

GeoWealth Management, LLC held 7,339 BUD 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 7,339 shares
    Change vs previous 13F -8,732 shares

    0.02% of the 13F portfolio, value $604,739.

    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 16,071 shares
    Change vs previous 13F +2,714 shares

    0.04% of the 13F portfolio, value $1,114,850.

    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 13,357 shares
    Change vs previous 13F +2,728 shares

    0.03% of the 13F portfolio, value $855,388.

    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 10,629 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $633,595.

    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 10,907 shares
    Change vs previous 13F -426 shares

    0.03% of the 13F portfolio, value $749,529.

    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 11,333 shares
    Change vs previous 13F +644 shares

    0.03% of the 13F portfolio, value $697,660.

    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 10,689 shares
    Change vs previous 13F +712 shares

    0.02% of the 13F portfolio, value $535,198.

    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 9,977 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $661,376.

    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).