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GeoWealth Management, LLC: GOOG position timeline

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

GeoWealth Management, LLC held 25,025 GOOG 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 25,025 shares
    Change vs previous 13F -2,536 shares

    0.28% of the 13F portfolio, value $8,842,151.

    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 27,561 shares
    Change vs previous 13F -714 shares

    0.28% of the 13F portfolio, value $7,905,907.

    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 28,275 shares
    Change vs previous 13F +716 shares

    0.33% of the 13F portfolio, value $8,872,927.

    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 27,559 shares
    Change vs previous 13F +3,612 shares

    0.24% of the 13F portfolio, value $6,712,281.

    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 23,947 shares
    Change vs previous 13F +2,656 shares

    0.17% of the 13F portfolio, value $4,248,008.

    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 21,291 shares
    Change vs previous 13F -11,725 shares

    0.13% of the 13F portfolio, value $3,326,319.

    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 33,016 shares
    Change vs previous 13F +912 shares

    0.21% of the 13F portfolio, value $6,287,531.

    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 32,104 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,367,552.

    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).