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GeoWealth Management, LLC: HYS position timeline

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

GeoWealth Management, LLC held 11,805 HYS 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 11,805 shares
    Change vs previous 13F -716 shares

    0.03% of the 13F portfolio, value $1,104,031.

    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 12,521 shares
    Change vs previous 13F +734 shares

    0.04% of the 13F portfolio, value $1,167,841.

    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 11,787 shares
    Change vs previous 13F +1,321 shares

    0.04% of the 13F portfolio, value $1,117,652.

    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 10,466 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $1,001,428.

    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 10,269 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $975,625.

    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 10,164 shares
    Change vs previous 13F -221 shares

    0.04% of the 13F portfolio, value $951,912.

    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 10,385 shares
    Change vs previous 13F -1,036 shares

    0.03% of the 13F portfolio, value $972,850.

    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 11,421 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,090,713.

    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).