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Disclosery

GeoWealth Management, LLC: HR position timeline

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

GeoWealth Management, LLC held 25,425 HR 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 25,425 shares
    Change vs previous 13F -285 shares

    0.02% of the 13F portfolio, value $512,822.

    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 25,710 shares
    Change vs previous 13F -4,175 shares

    0.02% of the 13F portfolio, value $436,813.

    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 29,885 shares
    Change vs previous 13F +3,985 shares

    0.02% of the 13F portfolio, value $506,551.

    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 25,900 shares
    Change vs previous 13F -724 shares

    0.02% of the 13F portfolio, value $466,977.

    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 26,624 shares
    Change vs previous 13F -594 shares

    0.02% of the 13F portfolio, value $422,257.

    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 27,218 shares
    Change vs previous 13F -1,491 shares

    0.02% of the 13F portfolio, value $459,984.

    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 28,709 shares
    Change vs previous 13F +4,355 shares

    0.02% of the 13F portfolio, value $486,618.

    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 24,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $442,026.

    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).