Skip to content
Disclosery

GeoWealth Management, LLC: IJR position timeline

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

GeoWealth Management, LLC held 11,994 IJR 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 11,994 shares
    Change vs previous 13F +4,193 shares

    0.06% of the 13F portfolio, value $1,779,067.

    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 7,801 shares
    Change vs previous 13F -749 shares

    0.03% of the 13F portfolio, value $969,973.

    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 8,550 shares
    Change vs previous 13F +2,717 shares

    0.04% of the 13F portfolio, value $1,027,605.

    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 5,833 shares
    Change vs previous 13F +3,501 shares

    0.03% of the 13F portfolio, value $693,269.

    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 2,332 shares
    Change vs previous 13F -6,659 shares

    0.01% of the 13F portfolio, value $254,864.

    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 8,991 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $940,180.

    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 8,917 shares
    Change vs previous 13F +3,907 shares

    0.03% of the 13F portfolio, value $1,027,415.

    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 5,010 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $585,941.

    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).