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GeoWealth Management, LLC: TDSC position timeline

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

GeoWealth Management, LLC held 62,479 TDSC 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 62,479 shares
    Change vs previous 13F -1,404 shares

    0.05% of the 13F portfolio, value $1,733,735.

    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 63,883 shares
    Change vs previous 13F -169,192 shares

    0.06% of the 13F portfolio, value $1,661,205.

    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 233,075 shares
    Change vs previous 13F -410,605 shares

    0.22% of the 13F portfolio, value $5,891,257.

    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 643,680 shares
    Change vs previous 13F -795,170 shares

    0.59% of the 13F portfolio, value $16,224,842.

    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 1,438,850 shares
    Change vs previous 13F -542,315 shares

    1.36% of the 13F portfolio, value $34,820,169.

    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 1,981,165 shares
    Change vs previous 13F -78,938 shares

    1.98% of the 13F portfolio, value $49,192,337.

    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 2,060,103 shares
    Change vs previous 13F -7,704 shares

    1.65% of the 13F portfolio, value $50,334,533.

    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 2,067,807 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $52,576,316.

    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).