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Disclosery

GeoWealth Management, LLC: VUSB position timeline

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

GeoWealth Management, LLC held 61,842 VUSB 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 61,842 shares
    Change vs previous 13F +7,018 shares

    0.1% of the 13F portfolio, value $3,078,495.

    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 54,824 shares
    Change vs previous 13F -327 shares

    0.1% of the 13F portfolio, value $2,729,413.

    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 55,151 shares
    Change vs previous 13F +11,229 shares

    0.1% of the 13F portfolio, value $2,748,726.

    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 43,922 shares
    Change vs previous 13F -885 shares

    0.08% of the 13F portfolio, value $2,195,880.

    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 44,807 shares
    Change vs previous 13F +12,421 shares

    0.09% of the 13F portfolio, value $2,234,309.

    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 32,386 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,614,604.

    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).