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GeoWealth Management, LLC: IEFA position timeline

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

GeoWealth Management, LLC held 54,370 IEFA 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 54,370 shares
    Change vs previous 13F -9,047 shares

    0.17% of the 13F portfolio, value $5,251,284.

    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 63,417 shares
    Change vs previous 13F +4,055 shares

    0.21% of the 13F portfolio, value $5,741,350.

    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 59,362 shares
    Change vs previous 13F -2,580 shares

    0.2% of the 13F portfolio, value $5,310,724.

    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 61,942 shares
    Change vs previous 13F +27,427 shares

    0.2% of the 13F portfolio, value $5,408,089.

    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 34,515 shares
    Change vs previous 13F +14,050 shares

    0.11% of the 13F portfolio, value $2,881,352.

    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 20,465 shares
    Change vs previous 13F -582 shares

    0.06% of the 13F portfolio, value $1,548,214.

    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 21,047 shares
    Change vs previous 13F -16,848 shares

    0.05% of the 13F portfolio, value $1,479,217.

    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 37,895 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,957,754.

    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).