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GeoWealth Management, LLC: GOVT position timeline

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

GeoWealth Management, LLC held 41,224 GOVT 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 41,224 shares
    Change vs previous 13F +10,498 shares

    0.03% of the 13F portfolio, value $939,091.

    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 30,726 shares
    Change vs previous 13F +21,728 shares

    0.03% of the 13F portfolio, value $703,971.

    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 8,998 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $207,198.

    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 9,017 shares
    Change vs previous 13F +3,759 shares

    0.01% of the 13F portfolio, value $208,485.

    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 5,258 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $120,830.

    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 5,352 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $123,032.

    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 4,749 shares
    Change vs previous 13F +1,405 shares

    <0.01% of the 13F portfolio, value $109,148.

    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 3,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,436.

    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).