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GeoWealth Management, LLC: DFGP position timeline

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

GeoWealth Management, LLC held 213,656 DFGP 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 213,656 shares
    Change vs previous 13F +6,843 shares

    0.37% of the 13F portfolio, value $11,635,725.

    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 206,813 shares
    Change vs previous 13F +27,133 shares

    0.4% of the 13F portfolio, value $11,165,813.

    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 179,680 shares
    Change vs previous 13F +6,881 shares

    0.36% of the 13F portfolio, value $9,715,274.

    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 172,799 shares
    Change vs previous 13F +15,411 shares

    0.35% of the 13F portfolio, value $9,602,427.

    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 157,388 shares
    Change vs previous 13F +119,064 shares

    0.33% of the 13F portfolio, value $8,576,074.

    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 38,324 shares
    Change vs previous 13F +7,651 shares

    0.08% of the 13F portfolio, value $2,047,662.

    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 30,673 shares
    Change vs previous 13F +16,227 shares

    0.05% of the 13F portfolio, value $1,620,454.

    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 14,446 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $795,974.

    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).