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GeoWealth Management, LLC: VT position timeline

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

GeoWealth Management, LLC held 103,620 VT 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 103,620 shares
    Change vs previous 13F +58,019 shares

    0.51% of the 13F portfolio, value $16,263,174.

    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 45,601 shares
    Change vs previous 13F -1,074 shares

    0.23% of the 13F portfolio, value $6,307,385.

    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 46,675 shares
    Change vs previous 13F -7,513 shares

    0.24% of the 13F portfolio, value $6,584,017.

    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 54,188 shares
    Change vs previous 13F -6,396 shares

    0.27% of the 13F portfolio, value $7,467,209.

    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 60,584 shares
    Change vs previous 13F -2,510 shares

    0.3% of the 13F portfolio, value $7,786,273.

    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 63,094 shares
    Change vs previous 13F -4,876 shares

    0.29% of the 13F portfolio, value $7,315,818.

    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 67,970 shares
    Change vs previous 13F +466 shares

    0.26% of the 13F portfolio, value $7,985,237.

    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 67,504 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,080,277.

    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).