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GeoWealth Management, LLC: DFAC position timeline

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

GeoWealth Management, LLC held 4,893,413 DFAC 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 4,893,413 shares
    Change vs previous 13F -59,012 shares

    6.83% of the 13F portfolio, value $217,071,855.

    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 4,952,425 shares
    Change vs previous 13F +108,604 shares

    6.93% of the 13F portfolio, value $192,451,258.

    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 4,843,821 shares
    Change vs previous 13F +115,567 shares

    7.07% of the 13F portfolio, value $191,766,890.

    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 4,728,254 shares
    Change vs previous 13F -84,955 shares

    6.65% of the 13F portfolio, value $182,368,810.

    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 4,813,209 shares
    Change vs previous 13F -459,321 shares

    6.73% of the 13F portfolio, value $172,505,443.

    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 5,272,530 shares
    Change vs previous 13F -91,157 shares

    6.99% of the 13F portfolio, value $173,940,757.

    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 5,363,687 shares
    Change vs previous 13F +2,911,905 shares

    6.07% of the 13F portfolio, value $185,529,920.

    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 2,451,782 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $84,071,534.

    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).