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GeoWealth Management, LLC: FIIG position timeline

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

GeoWealth Management, LLC held 16,951 FIIG 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 16,951 shares
    Change vs previous 13F +1,324 shares

    0.01% of the 13F portfolio, value $351,053.

    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 15,627 shares
    Change vs previous 13F +915 shares

    0.01% of the 13F portfolio, value $324,260.

    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 14,712 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $311,889.

    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 14,661 shares
    Change vs previous 13F +519 shares

    0.01% of the 13F portfolio, value $311,251.

    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 14,142 shares
    Change vs previous 13F -353 shares

    0.01% of the 13F portfolio, value $296,699.

    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 14,495 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $300,771.

    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 14,558 shares
    Change vs previous 13F -26,807 shares

    0.01% of the 13F portfolio, value $297,711.

    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 41,365 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $883,966.

    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).