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GeoWealth Management, LLC: TDSB position timeline

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

GeoWealth Management, LLC held 30,142 TDSB 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 30,142 shares
    Change vs previous 13F -923 shares

    0.02% of the 13F portfolio, value $739,777.

    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 31,065 shares
    Change vs previous 13F -86,671 shares

    0.03% of the 13F portfolio, value $755,779.

    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 117,736 shares
    Change vs previous 13F -173,413 shares

    0.1% of the 13F portfolio, value $2,822,569.

    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 291,149 shares
    Change vs previous 13F -302,653 shares

    0.25% of the 13F portfolio, value $6,792,195.

    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 593,802 shares
    Change vs previous 13F -282,176 shares

    0.52% of the 13F portfolio, value $13,225,570.

    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 875,978 shares
    Change vs previous 13F -52,206 shares

    0.78% of the 13F portfolio, value $19,499,280.

    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 928,184 shares
    Change vs previous 13F -32,291 shares

    0.66% of the 13F portfolio, value $20,100,924.

    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 960,475 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $21,784,324.

    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).