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GeoWealth Management, LLC: DGCB position timeline

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

GeoWealth Management, LLC held 37,878 DGCB 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 37,878 shares
    Change vs previous 13F +3,942 shares

    0.07% of the 13F portfolio, value $2,070,818.

    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 33,936 shares
    Change vs previous 13F +17,197 shares

    0.07% of the 13F portfolio, value $1,837,143.

    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 16,739 shares
    Change vs previous 13F +1,067 shares

    0.03% of the 13F portfolio, value $907,887.

    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 15,672 shares
    Change vs previous 13F +6,226 shares

    0.03% of the 13F portfolio, value $869,004.

    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 9,446 shares
    Change vs previous 13F -9,333 shares

    0.02% of the 13F portfolio, value $512,257.

    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 18,779 shares
    Change vs previous 13F +7,176 shares

    0.04% of the 13F portfolio, value $998,497.

    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 11,603 shares
    Change vs previous 13F +1,933 shares

    0.02% of the 13F portfolio, value $610,318.

    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 9,670 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $530,302.

    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).