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Disclosery

GeoWealth Management, LLC: GIS position timeline

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

GeoWealth Management, LLC held 6,782 GIS 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 6,782 shares
    Change vs previous 13F -4,322 shares

    0.01% of the 13F portfolio, value $236,013.

    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 11,104 shares
    Change vs previous 13F -351 shares

    0.01% of the 13F portfolio, value $413,292.

    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 11,455 shares
    Change vs previous 13F +1,479 shares

    0.02% of the 13F portfolio, value $532,660.

    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 9,976 shares
    Change vs previous 13F +1,676 shares

    0.02% of the 13F portfolio, value $502,991.

    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 8,300 shares
    Change vs previous 13F +3,828 shares

    0.02% of the 13F portfolio, value $430,024.

    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 4,472 shares
    Change vs previous 13F -3,534 shares

    0.01% of the 13F portfolio, value $267,380.

    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 8,006 shares
    Change vs previous 13F +1,080 shares

    0.02% of the 13F portfolio, value $510,542.

    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 6,926 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $511,466.

    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).