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GeoWealth Management, LLC: HST position timeline

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

GeoWealth Management, LLC held 102,727 HST 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 102,727 shares
    Change vs previous 13F -20,417 shares

    0.08% of the 13F portfolio, value $2,435,663.

    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 123,144 shares
    Change vs previous 13F -6,627 shares

    0.08% of the 13F portfolio, value $2,359,444.

    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 129,771 shares
    Change vs previous 13F +5,048 shares

    0.08% of the 13F portfolio, value $2,300,840.

    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 124,723 shares
    Change vs previous 13F +11,272 shares

    0.08% of the 13F portfolio, value $2,122,785.

    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 113,451 shares
    Change vs previous 13F +84,588 shares

    0.07% of the 13F portfolio, value $1,742,607.

    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 28,863 shares
    Change vs previous 13F -22,817 shares

    0.02% of the 13F portfolio, value $410,144.

    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 51,680 shares
    Change vs previous 13F +8,143 shares

    0.03% of the 13F portfolio, value $905,433.

    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 43,537 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $766,251.

    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).