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GeoWealth Management, LLC: BUYW position timeline

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

GeoWealth Management, LLC held 115,075 BUYW 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 115,075 shares
    Change vs previous 13F +23,272 shares

    0.05% of the 13F portfolio, value $1,662,828.

    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 91,803 shares
    Change vs previous 13F +6,058 shares

    0.05% of the 13F portfolio, value $1,292,587.

    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 85,745 shares
    Change vs previous 13F +3,652 shares

    0.05% of the 13F portfolio, value $1,227,873.

    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 82,093 shares
    Change vs previous 13F +3,455 shares

    0.04% of the 13F portfolio, value $1,166,541.

    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 78,638 shares
    Change vs previous 13F +17,603 shares

    0.04% of the 13F portfolio, value $1,104,090.

    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 61,035 shares
    Change vs previous 13F +2,183 shares

    0.03% of the 13F portfolio, value $838,014.

    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 58,852 shares
    Change vs previous 13F -7,692 shares

    0.03% of the 13F portfolio, value $820,390.

    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 66,544 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $927,626.

    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).