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GeoWealth Management, LLC: VONV position timeline

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

GeoWealth Management, LLC held 28,418 VONV 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 28,418 shares
    Change vs previous 13F +2,228 shares

    0.1% of the 13F portfolio, value $3,021,154.

    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 26,190 shares
    Change vs previous 13F +7,906 shares

    0.09% of the 13F portfolio, value $2,455,191.

    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 18,284 shares
    Change vs previous 13F +7,324 shares

    0.06% of the 13F portfolio, value $1,687,681.

    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 10,960 shares
    Change vs previous 13F +10,314 shares

    0.04% of the 13F portfolio, value $979,650.

    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 646 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $55,046.

    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 205 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,921.

    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).