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GeoWealth Management, LLC: DFGX position timeline

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

GeoWealth Management, LLC held 316,735 DFGX 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 316,735 shares
    Change vs previous 13F +10,444 shares

    0.53% of the 13F portfolio, value $16,975,326.

    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 306,291 shares
    Change vs previous 13F +27,756 shares

    0.58% of the 13F portfolio, value $16,065,094.

    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 278,535 shares
    Change vs previous 13F +11,214 shares

    0.54% of the 13F portfolio, value $14,660,693.

    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 267,321 shares
    Change vs previous 13F +30,318 shares

    0.53% of the 13F portfolio, value $14,424,628.

    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 237,003 shares
    Change vs previous 13F -64,972 shares

    0.49% of the 13F portfolio, value $12,646,479.

    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 301,975 shares
    Change vs previous 13F +10,294 shares

    0.63% of the 13F portfolio, value $15,778,196.

    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 291,681 shares
    Change vs previous 13F +290,956 shares

    0.5% of the 13F portfolio, value $15,260,749.

    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 725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,229.

    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).