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Disclosery

GeoWealth Management, LLC: EMHC position timeline

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

GeoWealth Management, LLC held 8,614 EMHC 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 8,614 shares
    Change vs previous 13F +541 shares

    0.01% of the 13F portfolio, value $219,145.

    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 8,073 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $200,219.

    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 8,179 shares
    Change vs previous 13F -333 shares

    0.01% of the 13F portfolio, value $208,238.

    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 8,512 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $214,431.

    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 8,977 shares
    Change vs previous 13F -356 shares

    0.01% of the 13F portfolio, value $220,923.

    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 9,333 shares
    Change vs previous 13F -46,909 shares

    0.01% of the 13F portfolio, value $225,498.

    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 56,242 shares
    Change vs previous 13F +2,491 shares

    0.04% of the 13F portfolio, value $1,337,436.

    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 53,751 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,349,732.

    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).