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Disclosery

GeoWealth Management, LLC: V position timeline

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

GeoWealth Management, LLC held 17,398 V 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 17,398 shares
    Change vs previous 13F -1,566 shares

    0.19% of the 13F portfolio, value $5,970,326.

    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 18,964 shares
    Change vs previous 13F +1,104 shares

    0.21% of the 13F portfolio, value $5,732,311.

    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 17,860 shares
    Change vs previous 13F -658 shares

    0.23% of the 13F portfolio, value $6,263,864.

    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 18,518 shares
    Change vs previous 13F +3,369 shares

    0.23% of the 13F portfolio, value $6,322,219.

    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 15,149 shares
    Change vs previous 13F +1,628 shares

    0.21% of the 13F portfolio, value $5,379,092.

    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 13,521 shares
    Change vs previous 13F -3,788 shares

    0.19% of the 13F portfolio, value $4,738,947.

    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 17,309 shares
    Change vs previous 13F +1,681 shares

    0.18% of the 13F portfolio, value $5,470,446.

    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 15,628 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,296,779.

    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).