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Disclosery

GeoWealth Management, LLC: QUS position timeline

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

GeoWealth Management, LLC held 3,295 QUS 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 3,295 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $615,756.

    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 3,301 shares
    Change vs previous 13F -333 shares

    0.02% of the 13F portfolio, value $566,539.

    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 3,634 shares
    Change vs previous 13F -3,330 shares

    0.02% of the 13F portfolio, value $633,003.

    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 6,964 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $1,192,229.

    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 7,214 shares
    Change vs previous 13F -126 shares

    0.05% of the 13F portfolio, value $1,176,524.

    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 7,340 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $1,150,067.

    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 7,494 shares
    Change vs previous 13F -29,976 shares

    0.04% of the 13F portfolio, value $1,160,402.

    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 37,470 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,903,413.

    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).