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GeoWealth Management, LLC: WLDR position timeline

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

GeoWealth Management, LLC held 80,077 WLDR 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 80,077 shares
    Change vs previous 13F +327 shares

    0.12% of the 13F portfolio, value $3,721,371.

    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 79,750 shares
    Change vs previous 13F +1,894 shares

    0.11% of the 13F portfolio, value $2,965,902.

    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 77,856 shares
    Change vs previous 13F -2,848 shares

    0.1% of the 13F portfolio, value $2,770,133.

    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 80,704 shares
    Change vs previous 13F -1,192 shares

    0.11% of the 13F portfolio, value $2,991,304.

    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 81,896 shares
    Change vs previous 13F -1,129 shares

    0.11% of the 13F portfolio, value $2,725,134.

    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 83,025 shares
    Change vs previous 13F +18,892 shares

    0.1% of the 13F portfolio, value $2,400,738.

    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 64,133 shares
    Change vs previous 13F -1,994 shares

    0.06% of the 13F portfolio, value $1,897,603.

    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 66,127 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,187,153.

    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).