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Disclosery

GeoWealth Management, LLC: IVE position timeline

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

GeoWealth Management, LLC held 7,712 IVE 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 7,712 shares
    Change vs previous 13F -521 shares

    0.06% of the 13F portfolio, value $1,751,170.

    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 8,233 shares
    Change vs previous 13F -474 shares

    0.06% of the 13F portfolio, value $1,738,429.

    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 8,707 shares
    Change vs previous 13F -12,585 shares

    0.07% of the 13F portfolio, value $1,846,805.

    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 21,292 shares
    Change vs previous 13F +11,024 shares

    0.16% of the 13F portfolio, value $4,396,946.

    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 10,268 shares
    Change vs previous 13F +1,380 shares

    0.08% of the 13F portfolio, value $2,006,575.

    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 8,888 shares
    Change vs previous 13F +1,119 shares

    0.07% of the 13F portfolio, value $1,693,866.

    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 7,769 shares
    Change vs previous 13F +6,192 shares

    0.05% of the 13F portfolio, value $1,483,038.

    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 1,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $311,030.

    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).