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GeoWealth Management, LLC: AOA position timeline

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

GeoWealth Management, LLC held 51,728 AOA 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 51,728 shares
    Change vs previous 13F -8,181 shares

    0.16% of the 13F portfolio, value $5,048,644.

    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 59,909 shares
    Change vs previous 13F -2,503 shares

    0.19% of the 13F portfolio, value $5,301,386.

    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 62,412 shares
    Change vs previous 13F -10,586 shares

    0.21% of the 13F portfolio, value $5,589,502.

    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 72,998 shares
    Change vs previous 13F -12,199 shares

    0.23% of the 13F portfolio, value $6,433,948.

    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 85,197 shares
    Change vs previous 13F +3,304 shares

    0.28% of the 13F portfolio, value $7,105,423.

    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 81,893 shares
    Change vs previous 13F -45,917 shares

    0.25% of the 13F portfolio, value $6,264,780.

    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 127,810 shares
    Change vs previous 13F +44,057 shares

    0.32% of the 13F portfolio, value $9,791,496.

    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 83,753 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,608,877.

    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).