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Disclosery

GeoWealth Management, LLC: GWW position timeline

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

GeoWealth Management, LLC held 307 GWW 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 307 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $417,644.

    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 356 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $388,328.

    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 313 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $315,831.

    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 368 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $350,690.

    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 386 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $401,531.

    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 408 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $403,035.

    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 451 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $475,376.

    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 352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,661.

    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).