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GeoWealth Management, LLC: CRM position timeline

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

GeoWealth Management, LLC held 22,374 CRM 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 22,374 shares
    Change vs previous 13F -3,540 shares

    0.11% of the 13F portfolio, value $3,505,113.

    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 25,914 shares
    Change vs previous 13F +5,439 shares

    0.17% of the 13F portfolio, value $4,837,438.

    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 20,475 shares
    Change vs previous 13F -1,030 shares

    0.2% of the 13F portfolio, value $5,424,353.

    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 21,505 shares
    Change vs previous 13F +5,383 shares

    0.19% of the 13F portfolio, value $5,096,958.

    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 16,122 shares
    Change vs previous 13F +185 shares

    0.17% of the 13F portfolio, value $4,396,462.

    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 15,937 shares
    Change vs previous 13F -1,242 shares

    0.17% of the 13F portfolio, value $4,276,953.

    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 17,179 shares
    Change vs previous 13F +1,719 shares

    0.19% of the 13F portfolio, value $5,743,501.

    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 15,460 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,231,569.

    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).