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Disclosery

GeoWealth Management, LLC: DELL position timeline

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

GeoWealth Management, LLC held 7,957 DELL 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 7,957 shares
    Change vs previous 13F -611 shares

    0.11% of the 13F portfolio, value $3,432,134.

    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 8,568 shares
    Change vs previous 13F +2,402 shares

    0.05% of the 13F portfolio, value $1,406,041.

    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 6,166 shares
    Change vs previous 13F -700 shares

    0.03% of the 13F portfolio, value $776,206.

    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 6,866 shares
    Change vs previous 13F +542 shares

    0.04% of the 13F portfolio, value $973,230.

    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 6,324 shares
    Change vs previous 13F -2,151 shares

    0.03% of the 13F portfolio, value $775,272.

    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 8,475 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $772,523.

    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 8,654 shares
    Change vs previous 13F +2,849 shares

    0.03% of the 13F portfolio, value $997,286.

    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 5,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $688,125.

    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).