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GeoWealth Management, LLC: BXP position timeline

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

GeoWealth Management, LLC held 22,653 BXP 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 22,653 shares
    Change vs previous 13F +816 shares

    0.05% of the 13F portfolio, value $1,502,212.

    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 21,837 shares
    Change vs previous 13F -3,751 shares

    0.04% of the 13F portfolio, value $1,133,400.

    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 25,588 shares
    Change vs previous 13F +635 shares

    0.06% of the 13F portfolio, value $1,726,676.

    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 24,953 shares
    Change vs previous 13F +1,101 shares

    0.07% of the 13F portfolio, value $1,855,026.

    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 23,852 shares
    Change vs previous 13F +3,635 shares

    0.06% of the 13F portfolio, value $1,609,293.

    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 20,217 shares
    Change vs previous 13F -812 shares

    0.05% of the 13F portfolio, value $1,358,380.

    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 21,029 shares
    Change vs previous 13F +703 shares

    0.05% of the 13F portfolio, value $1,563,716.

    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 20,326 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,635,429.

    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).