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GeoWealth Management, LLC: HIG position timeline

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

GeoWealth Management, LLC held 10,277 HIG 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 10,277 shares
    Change vs previous 13F -1,867 shares

    0.04% of the 13F portfolio, value $1,361,783.

    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 12,144 shares
    Change vs previous 13F -171 shares

    0.06% of the 13F portfolio, value $1,641,872.

    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 12,315 shares
    Change vs previous 13F +405 shares

    0.06% of the 13F portfolio, value $1,697,091.

    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 11,910 shares
    Change vs previous 13F -1,749 shares

    0.06% of the 13F portfolio, value $1,588,753.

    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 13,659 shares
    Change vs previous 13F -725 shares

    0.07% of the 13F portfolio, value $1,732,940.

    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 14,384 shares
    Change vs previous 13F -592 shares

    0.07% of the 13F portfolio, value $1,779,683.

    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 14,976 shares
    Change vs previous 13F +4,135 shares

    0.05% of the 13F portfolio, value $1,638,371.

    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 10,841 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,275,006.

    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).