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GeoWealth Management, LLC: DSI position timeline

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

GeoWealth Management, LLC held 33,636 DSI 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 33,636 shares
    Change vs previous 13F +6,384 shares

    0.15% of the 13F portfolio, value $4,789,485.

    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 27,252 shares
    Change vs previous 13F -2,436 shares

    0.12% of the 13F portfolio, value $3,302,670.

    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 29,688 shares
    Change vs previous 13F +3,878 shares

    0.14% of the 13F portfolio, value $3,824,706.

    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 25,810 shares
    Change vs previous 13F +1,993 shares

    0.12% of the 13F portfolio, value $3,250,771.

    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 23,817 shares
    Change vs previous 13F -1,268 shares

    0.11% of the 13F portfolio, value $2,766,582.

    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 25,085 shares
    Change vs previous 13F +9,900 shares

    0.1% of the 13F portfolio, value $2,568,953.

    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 15,185 shares
    Change vs previous 13F +7,399 shares

    0.05% of the 13F portfolio, value $1,674,148.

    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 7,786 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $846,998.

    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).