Skip to content
Disclosery

GeoWealth Management, LLC: CW position timeline

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

GeoWealth Management, LLC held 1,985 CW 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 1,985 shares
    Change vs previous 13F +628 shares

    0.05% of the 13F portfolio, value $1,504,381.

    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 1,357 shares
    Change vs previous 13F -334 shares

    0.03% of the 13F portfolio, value $924,463.

    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 1,691 shares
    Change vs previous 13F -871 shares

    0.03% of the 13F portfolio, value $932,346.

    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 2,562 shares
    Change vs previous 13F +337 shares

    0.05% of the 13F portfolio, value $1,391,112.

    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 2,225 shares
    Change vs previous 13F +1,979 shares

    0.04% of the 13F portfolio, value $1,087,086.

    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 246 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $78,070.

    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 318 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $112,872.

    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 275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,389.

    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).