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GeoWealth Management, LLC: CLSM position timeline

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

GeoWealth Management, LLC held 142,393 CLSM 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 142,393 shares
    Change vs previous 13F -1,061 shares

    0.12% of the 13F portfolio, value $3,923,074.

    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 143,454 shares
    Change vs previous 13F -220,572 shares

    0.12% of the 13F portfolio, value $3,333,127.

    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 364,026 shares
    Change vs previous 13F -314,772 shares

    0.31% of the 13F portfolio, value $8,458,797.

    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 678,798 shares
    Change vs previous 13F -818,274 shares

    0.57% of the 13F portfolio, value $15,632,660.

    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 1,497,072 shares
    Change vs previous 13F -500,745 shares

    1.26% of the 13F portfolio, value $32,381,634.

    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 1,997,817 shares
    Change vs previous 13F -125,415 shares

    1.67% of the 13F portfolio, value $41,674,470.

    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 2,123,232 shares
    Change vs previous 13F +60,611 shares

    1.41% of the 13F portfolio, value $43,165,327.

    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 2,062,621 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $43,964,767.

    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).