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Disclosery

GeoWealth Management, LLC: ESS position timeline

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

GeoWealth Management, LLC held 5,146 ESS 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 5,146 shares
    Change vs previous 13F -450 shares

    0.05% of the 13F portfolio, value $1,500,522.

    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 5,596 shares
    Change vs previous 13F -510 shares

    0.05% of the 13F portfolio, value $1,354,232.

    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 6,106 shares
    Change vs previous 13F +420 shares

    0.06% of the 13F portfolio, value $1,597,818.

    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 5,686 shares
    Change vs previous 13F +454 shares

    0.06% of the 13F portfolio, value $1,521,915.

    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 5,232 shares
    Change vs previous 13F -555 shares

    0.06% of the 13F portfolio, value $1,482,749.

    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 5,787 shares
    Change vs previous 13F +37 shares

    0.07% of the 13F portfolio, value $1,774,121.

    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 5,750 shares
    Change vs previous 13F +1,147 shares

    0.05% of the 13F portfolio, value $1,641,281.

    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 4,603 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,359,819.

    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).