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GeoWealth Management, LLC: AMT position timeline

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

GeoWealth Management, LLC held 11,639 AMT 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 11,639 shares
    Change vs previous 13F -1,250 shares

    0.06% of the 13F portfolio, value $1,903,809.

    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 12,889 shares
    Change vs previous 13F -1,607 shares

    0.08% of the 13F portfolio, value $2,224,384.

    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 14,496 shares
    Change vs previous 13F +2,706 shares

    0.09% of the 13F portfolio, value $2,545,062.

    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 11,790 shares
    Change vs previous 13F -682 shares

    0.08% of the 13F portfolio, value $2,267,452.

    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 12,472 shares
    Change vs previous 13F -268 shares

    0.11% of the 13F portfolio, value $2,756,561.

    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 12,740 shares
    Change vs previous 13F +616 shares

    0.11% of the 13F portfolio, value $2,772,229.

    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 12,124 shares
    Change vs previous 13F +4,896 shares

    0.07% of the 13F portfolio, value $2,223,670.

    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 7,228 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,680,951.

    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).