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Disclosery

GeoWealth Management, LLC: IUSB position timeline

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

GeoWealth Management, LLC held 4,787,854 IUSB 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 4,787,854 shares
    Change vs previous 13F +123,561 shares

    6.95% of the 13F portfolio, value $220,959,454.

    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 4,664,293 shares
    Change vs previous 13F +81,788 shares

    7.76% of the 13F portfolio, value $215,443,731.

    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 4,582,505 shares
    Change vs previous 13F -1,885 shares

    7.86% of the 13F portfolio, value $213,269,777.

    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 4,584,390 shares
    Change vs previous 13F +427,446 shares

    7.81% of the 13F portfolio, value $214,136,897.

    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 4,156,944 shares
    Change vs previous 13F -290,084 shares

    7.5% of the 13F portfolio, value $192,175,584.

    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 4,447,028 shares
    Change vs previous 13F -38,568 shares

    8.23% of the 13F portfolio, value $204,919,194.

    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 4,485,596 shares
    Change vs previous 13F +513,340 shares

    6.63% of the 13F portfolio, value $202,749,126.

    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 3,972,256 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $187,172,636.

    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).