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GeoWealth Management, LLC: DLR position timeline

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

GeoWealth Management, LLC held 18,340 DLR 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 18,340 shares
    Change vs previous 13F +1,361 shares

    0.1% of the 13F portfolio, value $3,293,407.

    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 16,979 shares
    Change vs previous 13F -1,545 shares

    0.11% of the 13F portfolio, value $3,059,772.

    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 18,524 shares
    Change vs previous 13F +1,381 shares

    0.11% of the 13F portfolio, value $2,865,848.

    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 17,143 shares
    Change vs previous 13F +382 shares

    0.11% of the 13F portfolio, value $2,963,682.

    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 16,761 shares
    Change vs previous 13F -498 shares

    0.11% of the 13F portfolio, value $2,921,945.

    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 17,259 shares
    Change vs previous 13F -129 shares

    0.1% of the 13F portfolio, value $2,473,043.

    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 17,388 shares
    Change vs previous 13F +3,579 shares

    0.1% of the 13F portfolio, value $3,083,414.

    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 13,809 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,234,709.

    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).