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GeoWealth Management, LLC: ING position timeline

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

GeoWealth Management, LLC held 33,110 ING 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 33,110 shares
    Change vs previous 13F +2,096 shares

    0.03% of the 13F portfolio, value $1,038,985.

    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 31,014 shares
    Change vs previous 13F +4,281 shares

    0.03% of the 13F portfolio, value $807,900.

    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 26,733 shares
    Change vs previous 13F +3,591 shares

    0.03% of the 13F portfolio, value $748,524.

    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 23,142 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $603,543.

    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 23,159 shares
    Change vs previous 13F +3,138 shares

    0.02% of the 13F portfolio, value $506,487.

    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 20,021 shares
    Change vs previous 13F -1,884 shares

    0.02% of the 13F portfolio, value $392,212.

    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 21,905 shares
    Change vs previous 13F -1,597 shares

    0.01% of the 13F portfolio, value $343,252.

    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 23,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $426,797.

    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).