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Disclosery

GeoWealth Management, LLC: DFIC position timeline

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

GeoWealth Management, LLC held 400,923 DFIC 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 400,923 shares
    Change vs previous 13F +3,117 shares

    0.47% of the 13F portfolio, value $14,938,372.

    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 397,806 shares
    Change vs previous 13F +20,283 shares

    0.51% of the 13F portfolio, value $14,134,092.

    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 377,523 shares
    Change vs previous 13F +28,857 shares

    0.48% of the 13F portfolio, value $13,009,505.

    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 348,666 shares
    Change vs previous 13F +5,923 shares

    0.42% of the 13F portfolio, value $11,432,813.

    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 342,743 shares
    Change vs previous 13F -57,871 shares

    0.42% of the 13F portfolio, value $10,655,900.

    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 400,614 shares
    Change vs previous 13F -40,755 shares

    0.45% of the 13F portfolio, value $11,125,093.

    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 441,369 shares
    Change vs previous 13F -55,666 shares

    0.37% of the 13F portfolio, value $11,407,203.

    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 497,035 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $13,986,687.

    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).