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GeoWealth Management, LLC: IRM position timeline

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

GeoWealth Management, LLC held 18,781 IRM 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 18,781 shares
    Change vs previous 13F -3,363 shares

    0.07% of the 13F portfolio, value $2,372,139.

    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 22,144 shares
    Change vs previous 13F +1,748 shares

    0.08% of the 13F portfolio, value $2,261,706.

    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 20,396 shares
    Change vs previous 13F -3,023 shares

    0.06% of the 13F portfolio, value $1,691,810.

    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 23,419 shares
    Change vs previous 13F -213 shares

    0.09% of the 13F portfolio, value $2,387,312.

    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 23,632 shares
    Change vs previous 13F -128 shares

    0.09% of the 13F portfolio, value $2,423,928.

    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 23,760 shares
    Change vs previous 13F -3,469 shares

    0.08% of the 13F portfolio, value $2,044,366.

    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 27,229 shares
    Change vs previous 13F +5,490 shares

    0.09% of the 13F portfolio, value $2,862,006.

    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 21,739 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,583,243.

    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).