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Disclosery

GeoWealth Management, LLC: EQIN position timeline

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

GeoWealth Management, LLC held 21,943 EQIN 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 21,943 shares
    Change vs previous 13F +385 shares

    0.04% of the 13F portfolio, value $1,125,705.

    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 21,558 shares
    Change vs previous 13F +812 shares

    0.04% of the 13F portfolio, value $1,059,543.

    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 20,746 shares
    Change vs previous 13F -557 shares

    0.04% of the 13F portfolio, value $985,227.

    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 21,303 shares
    Change vs previous 13F -344 shares

    0.04% of the 13F portfolio, value $994,568.

    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 21,647 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $974,998.

    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 21,575 shares
    Change vs previous 13F -1,991 shares

    0.04% of the 13F portfolio, value $987,249.

    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 23,566 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $1,045,048.

    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 23,097 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,093,232.

    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).