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GeoWealth Management, LLC: IEUR position timeline

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

GeoWealth Management, LLC held 49,001 IEUR 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 49,001 shares
    Change vs previous 13F +13,901 shares

    0.12% of the 13F portfolio, value $3,683,339.

    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 35,100 shares
    Change vs previous 13F +7,658 shares

    0.09% of the 13F portfolio, value $2,466,452.

    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 27,442 shares
    Change vs previous 13F -3,555 shares

    0.07% of the 13F portfolio, value $1,947,823.

    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 30,997 shares
    Change vs previous 13F +17,965 shares

    0.08% of the 13F portfolio, value $2,111,581.

    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 13,032 shares
    Change vs previous 13F +737 shares

    0.03% of the 13F portfolio, value $862,723.

    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 12,295 shares
    Change vs previous 13F +5,426 shares

    0.03% of the 13F portfolio, value $739,550.

    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 6,869 shares
    Change vs previous 13F -2,871 shares

    0.01% of the 13F portfolio, value $370,793.

    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 9,740 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $593,435.

    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).