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GeoWealth Management, LLC: APP position timeline

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

GeoWealth Management, LLC held 1,948 APP 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 1,948 shares
    Change vs previous 13F -275 shares

    0.03% of the 13F portfolio, value $1,003,639.

    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 2,223 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $884,739.

    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 2,366 shares
    Change vs previous 13F -108 shares

    0.06% of the 13F portfolio, value $1,594,476.

    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 2,474 shares
    Change vs previous 13F -461 shares

    0.06% of the 13F portfolio, value $1,777,969.

    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 2,935 shares
    Change vs previous 13F -1,799 shares

    0.04% of the 13F portfolio, value $1,027,485.

    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 4,734 shares
    Change vs previous 13F -1,248 shares

    0.05% of the 13F portfolio, value $1,254,367.

    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 5,982 shares
    Change vs previous 13F -898 shares

    0.06% of the 13F portfolio, value $1,937,152.

    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 6,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $898,184.

    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).