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GeoWealth Management, LLC: IVW position timeline

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

GeoWealth Management, LLC held 40,945 IVW 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 40,945 shares
    Change vs previous 13F -677 shares

    0.18% of the 13F portfolio, value $5,631,118.

    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 41,622 shares
    Change vs previous 13F -475 shares

    0.17% of the 13F portfolio, value $4,707,966.

    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 42,097 shares
    Change vs previous 13F -25,047 shares

    0.19% of the 13F portfolio, value $5,189,072.

    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 67,144 shares
    Change vs previous 13F +21,189 shares

    0.3% of the 13F portfolio, value $8,105,698.

    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 45,955 shares
    Change vs previous 13F -4,927 shares

    0.2% of the 13F portfolio, value $5,059,631.

    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 50,882 shares
    Change vs previous 13F +11,578 shares

    0.19% of the 13F portfolio, value $4,723,423.

    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 39,304 shares
    Change vs previous 13F +28,448 shares

    0.13% of the 13F portfolio, value $3,990,512.

    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 10,856 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,039,486.

    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).