Skip to content
Disclosery

GeoWealth Management, LLC: DOC position timeline

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

GeoWealth Management, LLC held 50,088 DOC 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 50,088 shares
    Change vs previous 13F +13,464 shares

    0.03% of the 13F portfolio, value $1,071,878.

    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 36,624 shares
    Change vs previous 13F -2,815 shares

    0.02% of the 13F portfolio, value $601,739.

    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 39,439 shares
    Change vs previous 13F +1,949 shares

    0.02% of the 13F portfolio, value $634,177.

    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 37,490 shares
    Change vs previous 13F +13,216 shares

    0.03% of the 13F portfolio, value $717,944.

    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 24,274 shares
    Change vs previous 13F -4,069 shares

    0.02% of the 13F portfolio, value $425,038.

    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 28,343 shares
    Change vs previous 13F -2,955 shares

    0.02% of the 13F portfolio, value $573,095.

    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 31,298 shares
    Change vs previous 13F -874 shares

    0.02% of the 13F portfolio, value $634,411.

    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 32,172 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $735,772.

    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).