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GeoWealth Management, LLC: EAGG position timeline

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

GeoWealth Management, LLC held 97,647 EAGG 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 97,647 shares
    Change vs previous 13F +45,761 shares

    0.15% of the 13F portfolio, value $4,629,456.

    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 51,886 shares
    Change vs previous 13F +5,936 shares

    0.09% of the 13F portfolio, value $2,467,164.

    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 45,950 shares
    Change vs previous 13F +3,223 shares

    0.08% of the 13F portfolio, value $2,198,707.

    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 42,727 shares
    Change vs previous 13F +1,484 shares

    0.07% of the 13F portfolio, value $2,052,178.

    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 41,243 shares
    Change vs previous 13F +10,411 shares

    0.08% of the 13F portfolio, value $1,960,693.

    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 30,832 shares
    Change vs previous 13F +14,984 shares

    0.06% of the 13F portfolio, value $1,463,904.

    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 15,848 shares
    Change vs previous 13F +8,242 shares

    0.02% of the 13F portfolio, value $735,982.

    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 7,606 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,595.

    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).