GeoWealth Management, LLC: EWY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on EWY, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 9,894 EWY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 9,894 sharesChange vs previous 13F +2,490 shares
0.06% of the 13F portfolio, value $1,997,599.
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).
- period ended2026-03-3113F 7,404 sharesChange vs previous 13F -6,724 shares
0.03% of the 13F portfolio, value $910,766.
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 14,128 sharesChange vs previous 13F -5,632 shares
0.05% of the 13F portfolio, value $1,373,524.
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 19,760 sharesChange vs previous 13F +1,159 shares
0.06% of the 13F portfolio, value $1,582,777.
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 18,601 sharesChange vs previous 13F +18,579 shares
0.05% of the 13F portfolio, value $1,335,180.
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 22 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,188.
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).