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GeoWealth Management, LLC: ALTL position timeline

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

GeoWealth Management, LLC held 20,069 ALTL 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 20,069 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $1,029,623.

    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 19,938 shares
    Change vs previous 13F -182 shares

    0.03% of the 13F portfolio, value $874,918.

    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 20,120 shares
    Change vs previous 13F -3,284 shares

    0.03% of the 13F portfolio, value $863,534.

    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 23,404 shares
    Change vs previous 13F -1,048 shares

    0.04% of the 13F portfolio, value $993,807.

    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 24,452 shares
    Change vs previous 13F +1,521 shares

    0.04% of the 13F portfolio, value $920,835.

    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 22,931 shares
    Change vs previous 13F +3,869 shares

    0.03% of the 13F portfolio, value $798,340.

    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 19,062 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $708,538.

    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 19,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $737,908.

    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).