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GeoWealth Management, LLC: FCTR position timeline

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

GeoWealth Management, LLC held 24,306 FCTR 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 24,306 shares
    Change vs previous 13F +179 shares

    0.03% of the 13F portfolio, value $992,293.

    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 24,127 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $860,535.

    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 24,302 shares
    Change vs previous 13F -3,630 shares

    0.03% of the 13F portfolio, value $866,896.

    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 27,932 shares
    Change vs previous 13F -2,550 shares

    0.04% of the 13F portfolio, value $991,851.

    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 30,482 shares
    Change vs previous 13F +1,436 shares

    0.04% of the 13F portfolio, value $1,036,146.

    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 29,046 shares
    Change vs previous 13F +4,059 shares

    0.04% of the 13F portfolio, value $898,150.

    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 24,987 shares
    Change vs previous 13F -1,007 shares

    0.03% of the 13F portfolio, value $823,087.

    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 25,994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $808,382.

    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).