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GeoWealth Management, LLC: DFGR position timeline

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

GeoWealth Management, LLC held 256,697 DFGR 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 256,697 shares
    Change vs previous 13F -6,972 shares

    0.23% of the 13F portfolio, value $7,436,541.

    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 263,669 shares
    Change vs previous 13F +26,534 shares

    0.25% of the 13F portfolio, value $7,008,334.

    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 237,135 shares
    Change vs previous 13F +2,506 shares

    0.23% of the 13F portfolio, value $6,265,125.

    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 234,629 shares
    Change vs previous 13F +26,637 shares

    0.23% of the 13F portfolio, value $6,407,708.

    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 207,992 shares
    Change vs previous 13F -3,600 shares

    0.22% of the 13F portfolio, value $5,580,418.

    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 211,592 shares
    Change vs previous 13F +4,826 shares

    0.22% of the 13F portfolio, value $5,556,432.

    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 206,766 shares
    Change vs previous 13F +201,971 shares

    0.17% of the 13F portfolio, value $5,280,805.

    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 4,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,347.

    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).