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GeoWealth Management, LLC: VTEB position timeline

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

GeoWealth Management, LLC held 1,891,755 VTEB 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 1,891,755 shares
    Change vs previous 13F +344,674 shares

    3.01% of the 13F portfolio, value $95,684,952.

    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 1,547,081 shares
    Change vs previous 13F +29,598 shares

    2.78% of the 13F portfolio, value $77,183,797.

    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 1,517,483 shares
    Change vs previous 13F -4,222 shares

    2.81% of the 13F portfolio, value $76,314,137.

    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 1,521,705 shares
    Change vs previous 13F -73,122 shares

    2.78% of the 13F portfolio, value $76,191,634.

    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 1,594,827 shares
    Change vs previous 13F -109,908 shares

    3.05% of the 13F portfolio, value $78,194,287.

    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 1,704,735 shares
    Change vs previous 13F -230,437 shares

    3.4% of the 13F portfolio, value $84,588,875.

    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 1,935,172 shares
    Change vs previous 13F +180,225 shares

    3.17% of the 13F portfolio, value $97,010,088.

    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 1,754,947 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $89,712,737.

    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).