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GeoWealth Management, LLC: DFAX position timeline

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

GeoWealth Management, LLC held 2,311,945 DFAX 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 2,311,945 shares
    Change vs previous 13F -78,611 shares

    2.68% of the 13F portfolio, value $85,172,093.

    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 2,390,556 shares
    Change vs previous 13F -37,424 shares

    2.93% of the 13F portfolio, value $81,207,212.

    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 2,427,980 shares
    Change vs previous 13F +38,049 shares

    2.93% of the 13F portfolio, value $79,467,802.

    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 2,389,931 shares
    Change vs previous 13F -57,502 shares

    2.74% of the 13F portfolio, value $74,996,073.

    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 2,447,433 shares
    Change vs previous 13F -220,944 shares

    2.81% of the 13F portfolio, value $71,881,143.

    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 2,668,377 shares
    Change vs previous 13F -83,370 shares

    2.81% of the 13F portfolio, value $69,911,497.

    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 2,751,747 shares
    Change vs previous 13F +1,241,761 shares

    2.24% of the 13F portfolio, value $68,408,424.

    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 1,509,986 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $40,784,710.

    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).