Skip to content
Disclosery

GeoWealth Management, LLC: VCSH position timeline

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

GeoWealth Management, LLC held 81,090 VCSH 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 81,090 shares
    Change vs previous 13F +40,884 shares

    0.2% of the 13F portfolio, value $6,408,626.

    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 40,206 shares
    Change vs previous 13F +15,379 shares

    0.11% of the 13F portfolio, value $3,186,962.

    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 24,827 shares
    Change vs previous 13F +12,178 shares

    0.07% of the 13F portfolio, value $1,979,427.

    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 12,649 shares
    Change vs previous 13F -1,268 shares

    0.04% of the 13F portfolio, value $1,011,158.

    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 13,917 shares
    Change vs previous 13F +1,008 shares

    0.04% of the 13F portfolio, value $1,106,402.

    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 12,909 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $1,019,038.

    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 12,792 shares
    Change vs previous 13F -7,008 shares

    0.03% of the 13F portfolio, value $997,904.

    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 19,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,572,505.

    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).