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GeoWealth Management, LLC: DFCF position timeline

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

GeoWealth Management, LLC held 1,380,920 DFCF 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 1,380,920 shares
    Change vs previous 13F +48,162 shares

    1.83% of the 13F portfolio, value $58,288,713.

    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 1,332,758 shares
    Change vs previous 13F +93,520 shares

    2.03% of the 13F portfolio, value $56,269,147.

    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 1,239,238 shares
    Change vs previous 13F +44,391 shares

    1.94% of the 13F portfolio, value $52,742,010.

    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 1,194,847 shares
    Change vs previous 13F +130,010 shares

    1.86% of the 13F portfolio, value $51,091,773.

    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 1,064,837 shares
    Change vs previous 13F -150,429 shares

    1.76% of the 13F portfolio, value $45,000,080.

    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 1,215,266 shares
    Change vs previous 13F +25,341 shares

    2.05% of the 13F portfolio, value $51,114,179.

    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 1,189,925 shares
    Change vs previous 13F +1,085,179 shares

    1.61% of the 13F portfolio, value $49,108,251.

    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 104,746 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,524,029.

    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).