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Disclosery

GeoWealth Management, LLC: VO position timeline

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

GeoWealth Management, LLC held 331,122 VO 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 331,122 shares
    Change vs previous 13F +251,040 shares

    0.84% of the 13F portfolio, value $26,678,500.

    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 80,082 shares
    Change vs previous 13F +1,102 shares

    0.83% of the 13F portfolio, value $22,997,949.

    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 78,980 shares
    Change vs previous 13F -1,524 shares

    0.84% of the 13F portfolio, value $22,921,575.

    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 80,504 shares
    Change vs previous 13F -2,489 shares

    0.86% of the 13F portfolio, value $23,647,299.

    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 82,993 shares
    Change vs previous 13F +8,292 shares

    0.91% of the 13F portfolio, value $23,223,966.

    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 74,701 shares
    Change vs previous 13F -17,639 shares

    0.78% of the 13F portfolio, value $19,319,219.

    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 92,340 shares
    Change vs previous 13F +5,686 shares

    0.8% of the 13F portfolio, value $24,389,787.

    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 86,654 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $22,861,923.

    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).