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Disclosery

GeoWealth Management, LLC: VBR position timeline

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

GeoWealth Management, LLC held 33,225 VBR 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 33,225 shares
    Change vs previous 13F -31 shares

    0.25% of the 13F portfolio, value $8,073,616.

    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 33,256 shares
    Change vs previous 13F +112 shares

    0.26% of the 13F portfolio, value $7,225,003.

    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 33,144 shares
    Change vs previous 13F -711 shares

    0.26% of the 13F portfolio, value $7,019,746.

    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 33,855 shares
    Change vs previous 13F -938 shares

    0.26% of the 13F portfolio, value $7,065,797.

    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 34,793 shares
    Change vs previous 13F +3,861 shares

    0.26% of the 13F portfolio, value $6,784,833.

    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 30,932 shares
    Change vs previous 13F -1,564 shares

    0.23% of the 13F portfolio, value $5,762,277.

    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 32,496 shares
    Change vs previous 13F -2,521 shares

    0.21% of the 13F portfolio, value $6,439,880.

    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 35,017 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,031,151.

    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).