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GeoWealth Management, LLC: IEMG position timeline

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

GeoWealth Management, LLC held 21,239 IEMG 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 21,239 shares
    Change vs previous 13F -5,810 shares

    0.06% of the 13F portfolio, value $1,759,366.

    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 27,049 shares
    Change vs previous 13F +5,408 shares

    0.07% of the 13F portfolio, value $1,886,587.

    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 21,641 shares
    Change vs previous 13F -29,042 shares

    0.05% of the 13F portfolio, value $1,454,650.

    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 50,683 shares
    Change vs previous 13F +25,093 shares

    0.12% of the 13F portfolio, value $3,341,101.

    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 25,590 shares
    Change vs previous 13F +7,470 shares

    0.06% of the 13F portfolio, value $1,536,197.

    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 18,120 shares
    Change vs previous 13F +5,640 shares

    0.04% of the 13F portfolio, value $977,969.

    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 12,480 shares
    Change vs previous 13F -931 shares

    0.02% of the 13F portfolio, value $651,748.

    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 13,411 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $769,979.

    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).