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GeoWealth Management, LLC: DFNM position timeline

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

GeoWealth Management, LLC held 1,055,345 DFNM 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 1,055,345 shares
    Change vs previous 13F +174,263 shares

    1.6% of the 13F portfolio, value $51,010,134.

    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 881,082 shares
    Change vs previous 13F -1,903 shares

    1.52% of the 13F portfolio, value $42,230,239.

    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 882,985 shares
    Change vs previous 13F +18,481 shares

    1.57% of the 13F portfolio, value $42,533,383.

    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 864,504 shares
    Change vs previous 13F +2,096 shares

    1.51% of the 13F portfolio, value $41,478,886.

    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 862,408 shares
    Change vs previous 13F -16,592 shares

    1.6% of the 13F portfolio, value $40,904,005.

    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 879,000 shares
    Change vs previous 13F -127,570 shares

    1.68% of the 13F portfolio, value $41,814,018.

    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 1,006,570 shares
    Change vs previous 13F +48,339 shares

    1.57% of the 13F portfolio, value $48,083,867.

    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 958,231 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $46,512,578.

    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).