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GeoWealth Management, LLC: DFSV position timeline

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

GeoWealth Management, LLC held 27,483 DFSV 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 27,483 shares
    Change vs previous 13F +3,060 shares

    0.03% of the 13F portfolio, value $1,066,050.

    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 24,423 shares
    Change vs previous 13F +9,097 shares

    0.03% of the 13F portfolio, value $855,792.

    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 15,326 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $504,069.

    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 15,042 shares
    Change vs previous 13F +733 shares

    0.02% of the 13F portfolio, value $478,948.

    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 14,309 shares
    Change vs previous 13F -29,729 shares

    0.02% of the 13F portfolio, value $421,101.

    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 44,038 shares
    Change vs previous 13F +7,617 shares

    0.05% of the 13F portfolio, value $1,239,683.

    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 36,421 shares
    Change vs previous 13F +13,680 shares

    0.04% of the 13F portfolio, value $1,121,033.

    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 22,741 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $700,397.

    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).