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GeoWealth Management, LLC: BYD position timeline

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

GeoWealth Management, LLC held 4,077 BYD 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 4,077 shares
    Change vs previous 13F +1,521 shares

    0.01% of the 13F portfolio, value $360,131.

    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 2,556 shares
    Change vs previous 13F -681 shares

    0.01% of the 13F portfolio, value $210,052.

    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 3,237 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $275,922.

    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 3,209 shares
    Change vs previous 13F -1,299 shares

    0.01% of the 13F portfolio, value $277,418.

    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 4,508 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $352,661.

    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 4,763 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $313,548.

    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 4,473 shares
    Change vs previous 13F +1,678 shares

    0.01% of the 13F portfolio, value $324,472.

    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 2,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $180,696.

    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).