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GeoWealth Management, LLC: FISR position timeline

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

GeoWealth Management, LLC held 26,028 FISR 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 26,028 shares
    Change vs previous 13F -8,690 shares

    0.02% of the 13F portfolio, value $667,608.

    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 34,718 shares
    Change vs previous 13F +5,746 shares

    0.03% of the 13F portfolio, value $892,939.

    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 28,972 shares
    Change vs previous 13F +8,986 shares

    0.03% of the 13F portfolio, value $750,681.

    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 19,986 shares
    Change vs previous 13F -28,389 shares

    0.02% of the 13F portfolio, value $520,744.

    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 48,375 shares
    Change vs previous 13F +10,545 shares

    0.05% of the 13F portfolio, value $1,250,018.

    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 37,830 shares
    Change vs previous 13F -206,613 shares

    0.04% of the 13F portfolio, value $979,045.

    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 244,443 shares
    Change vs previous 13F -140,229 shares

    0.2% of the 13F portfolio, value $6,199,213.

    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 384,672 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,228,042.

    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).