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Disclosery

GeoWealth Management, LLC: CP position timeline

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

GeoWealth Management, LLC held 9,820 CP 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 9,820 shares
    Change vs previous 13F -6,877 shares

    0.03% of the 13F portfolio, value $850,903.

    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 16,697 shares
    Change vs previous 13F +3,066 shares

    0.05% of the 13F portfolio, value $1,313,386.

    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 13,631 shares
    Change vs previous 13F +2,795 shares

    0.04% of the 13F portfolio, value $1,003,651.

    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 10,836 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $807,173.

    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 11,004 shares
    Change vs previous 13F -419 shares

    0.03% of the 13F portfolio, value $872,287.

    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 11,423 shares
    Change vs previous 13F -1,012 shares

    0.03% of the 13F portfolio, value $802,009.

    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 12,435 shares
    Change vs previous 13F +2,486 shares

    0.03% of the 13F portfolio, value $899,921.

    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 9,949 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $851,037.

    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).