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Disclosery

GeoWealth Management, LLC: VPL position timeline

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

GeoWealth Management, LLC held 3,505 VPL 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 3,505 shares
    Change vs previous 13F +2,136 shares

    0.01% of the 13F portfolio, value $405,548.

    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 1,369 shares
    Change vs previous 13F -3,122 shares

    <0.01% of the 13F portfolio, value $133,791.

    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 4,491 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $405,943.

    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 4,530 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $397,873.

    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 4,780 shares
    Change vs previous 13F -5,184 shares

    0.02% of the 13F portfolio, value $392,781.

    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 9,964 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $721,964.

    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 9,928 shares
    Change vs previous 13F -1,682 shares

    0.02% of the 13F portfolio, value $705,223.

    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 11,610 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $910,117.

    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).