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GeoWealth Management, LLC: DCOR position timeline

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

GeoWealth Management, LLC held 46,780 DCOR 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 46,780 shares
    Change vs previous 13F -255 shares

    0.12% of the 13F portfolio, value $3,835,031.

    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 47,035 shares
    Change vs previous 13F +6,137 shares

    0.12% of the 13F portfolio, value $3,390,288.

    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 40,898 shares
    Change vs previous 13F +4,346 shares

    0.11% of the 13F portfolio, value $3,011,276.

    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 36,552 shares
    Change vs previous 13F +17,974 shares

    0.1% of the 13F portfolio, value $2,629,516.

    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 18,578 shares
    Change vs previous 13F +4,527 shares

    0.05% of the 13F portfolio, value $1,241,939.

    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 14,051 shares
    Change vs previous 13F +11,767 shares

    0.03% of the 13F portfolio, value $861,747.

    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 2,284 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $146,541.

    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 2,204 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,601.

    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).