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Disclosery

GeoWealth Management, LLC: VB position timeline

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

GeoWealth Management, LLC held 46,634 VB 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 46,634 shares
    Change vs previous 13F +133 shares

    0.44% of the 13F portfolio, value $14,135,697.

    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 46,501 shares
    Change vs previous 13F -991 shares

    0.44% of the 13F portfolio, value $12,179,468.

    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 47,492 shares
    Change vs previous 13F -969 shares

    0.45% of the 13F portfolio, value $12,250,660.

    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 48,461 shares
    Change vs previous 13F -848 shares

    0.45% of the 13F portfolio, value $12,322,699.

    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 49,309 shares
    Change vs previous 13F +8,167 shares

    0.46% of the 13F portfolio, value $11,685,247.

    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 41,142 shares
    Change vs previous 13F -14,097 shares

    0.37% of the 13F portfolio, value $9,123,239.

    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 55,239 shares
    Change vs previous 13F +2,987 shares

    0.43% of the 13F portfolio, value $13,272,828.

    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 52,252 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,394,695.

    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).