GeoWealth Management, LLC: CZR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on CZR, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 0 CZR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -10,503 shares
13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 10,503 sharesChange vs previous 13F -1,276 shares
0.01% of the 13F portfolio, value $277,595.
13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,779 sharesChange vs previous 13F +1,874 shares
0.01% of the 13F portfolio, value $275,511.
13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,905 sharesChange vs previous 13F +2,082 shares
0.01% of the 13F portfolio, value $267,682.
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,823 sharesChange vs previous 13F +7,823 shares
0.01% of the 13F portfolio, value $222,095.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -7,690 shares
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 7,690 sharesChange vs previous 13F +3,742 shares
0.01% of the 13F portfolio, value $257,000.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,948 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $164,790.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).