Skip to content
Disclosery

GeoWealth Management, LLC: HWM position timeline

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

GeoWealth Management, LLC held 3,148 HWM 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 3,148 shares
    Change vs previous 13F +263 shares

    0.03% of the 13F portfolio, value $845,887.

    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 2,885 shares
    Change vs previous 13F +1,250 shares

    0.02% of the 13F portfolio, value $664,824.

    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 1,635 shares
    Change vs previous 13F -648 shares

    0.01% of the 13F portfolio, value $335,185.

    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 2,283 shares
    Change vs previous 13F -6,858 shares

    0.02% of the 13F portfolio, value $448,313.

    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 9,141 shares
    Change vs previous 13F +2,138 shares

    0.07% of the 13F portfolio, value $1,701,415.

    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 7,003 shares
    Change vs previous 13F +5,832 shares

    0.04% of the 13F portfolio, value $908,498.

    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 1,171 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $128,070.

    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 1,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,760.

    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).