Skip to content
Disclosery

GeoWealth Management, LLC: FTCB position timeline

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

GeoWealth Management, LLC held 40,595 FTCB 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 40,595 shares
    Change vs previous 13F +2,524 shares

    0.03% of the 13F portfolio, value $846,603.

    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 38,071 shares
    Change vs previous 13F -1,993 shares

    0.03% of the 13F portfolio, value $797,979.

    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 40,064 shares
    Change vs previous 13F +5,756 shares

    0.03% of the 13F portfolio, value $850,559.

    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 34,308 shares
    Change vs previous 13F +1,983 shares

    0.03% of the 13F portfolio, value $731,098.

    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 32,325 shares
    Change vs previous 13F +5,983 shares

    0.03% of the 13F portfolio, value $680,765.

    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 26,342 shares
    Change vs previous 13F +6,521 shares

    0.02% of the 13F portfolio, value $552,919.

    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 19,821 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $409,304.

    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).