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Disclosery

GeoWealth Management, LLC: EUSB position timeline

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

GeoWealth Management, LLC held 29,562 EUSB 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 29,562 shares
    Change vs previous 13F -10,719 shares

    0.04% of the 13F portfolio, value $1,284,489.

    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 40,281 shares
    Change vs previous 13F -4,379 shares

    0.06% of the 13F portfolio, value $1,752,221.

    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 44,660 shares
    Change vs previous 13F -14,386 shares

    0.07% of the 13F portfolio, value $1,961,036.

    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 59,046 shares
    Change vs previous 13F -13,432 shares

    0.09% of the 13F portfolio, value $2,593,306.

    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 72,478 shares
    Change vs previous 13F -9,911 shares

    0.12% of the 13F portfolio, value $3,156,399.

    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 82,389 shares
    Change vs previous 13F +515 shares

    0.14% of the 13F portfolio, value $3,569,082.

    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 81,874 shares
    Change vs previous 13F -56,568 shares

    0.11% of the 13F portfolio, value $3,478,000.

    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 138,442 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,132,956.

    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).