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Disclosery

GeoWealth Management, LLC: AOK position timeline

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

GeoWealth Management, LLC held 9,753 AOK 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 9,753 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $404,526.

    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 9,243 shares
    Change vs previous 13F +537 shares

    0.01% of the 13F portfolio, value $368,692.

    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 8,706 shares
    Change vs previous 13F +695 shares

    0.01% of the 13F portfolio, value $349,363.

    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 8,011 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $321,729.

    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 7,912 shares
    Change vs previous 13F -18,615 shares

    0.01% of the 13F portfolio, value $309,108.

    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 26,527 shares
    Change vs previous 13F -50,221 shares

    0.04% of the 13F portfolio, value $998,192.

    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 76,748 shares
    Change vs previous 13F -114,818 shares

    0.09% of the 13F portfolio, value $2,862,684.

    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 191,566 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,405,956.

    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).