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Disclosery

GeoWealth Management, LLC: EXR position timeline

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

GeoWealth Management, LLC held 12,636 EXR 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 12,636 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $1,836,012.

    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 12,698 shares
    Change vs previous 13F -507 shares

    0.06% of the 13F portfolio, value $1,665,089.

    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 13,205 shares
    Change vs previous 13F +921 shares

    0.06% of the 13F portfolio, value $1,719,555.

    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 12,284 shares
    Change vs previous 13F +1,703 shares

    0.06% of the 13F portfolio, value $1,731,307.

    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 10,581 shares
    Change vs previous 13F +819 shares

    0.06% of the 13F portfolio, value $1,560,062.

    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 9,762 shares
    Change vs previous 13F +324 shares

    0.06% of the 13F portfolio, value $1,449,559.

    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 9,438 shares
    Change vs previous 13F +1,740 shares

    0.05% of the 13F portfolio, value $1,411,925.

    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 7,698 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,387,102.

    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).