Skip to content
Disclosery

GeoWealth Management, LLC: C position timeline

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

GeoWealth Management, LLC held 5,719 C 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 5,719 shares
    Change vs previous 13F -638 shares

    0.03% of the 13F portfolio, value $800,449.

    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 6,357 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $721,038.

    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 6,251 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $729,457.

    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 6,413 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $650,916.

    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 6,437 shares
    Change vs previous 13F -1,870 shares

    0.02% of the 13F portfolio, value $547,919.

    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 8,307 shares
    Change vs previous 13F -3,031 shares

    0.02% of the 13F portfolio, value $589,715.

    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 11,338 shares
    Change vs previous 13F +1,050 shares

    0.03% of the 13F portfolio, value $798,082.

    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 10,288 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $644,028.

    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).