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GeoWealth Management, LLC: GSLC position timeline

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

GeoWealth Management, LLC held 141,518 GSLC 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 141,518 shares
    Change vs previous 13F +2,811 shares

    0.63% of the 13F portfolio, value $20,080,166.

    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 138,707 shares
    Change vs previous 13F +5,867 shares

    0.63% of the 13F portfolio, value $17,356,540.

    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 132,840 shares
    Change vs previous 13F +11,065 shares

    0.65% of the 13F portfolio, value $17,584,304.

    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 121,775 shares
    Change vs previous 13F -21,937 shares

    0.58% of the 13F portfolio, value $15,864,997.

    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 143,712 shares
    Change vs previous 13F +1,989 shares

    0.68% of the 13F portfolio, value $17,443,946.

    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 141,723 shares
    Change vs previous 13F -20,979 shares

    0.63% of the 13F portfolio, value $15,600,915.

    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 162,702 shares
    Change vs previous 13F +15,635 shares

    0.61% of the 13F portfolio, value $18,740,147.

    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 147,067 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $16,609,626.

    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).