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GeoWealth Management, LLC: ITOT position timeline

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

GeoWealth Management, LLC held 39,552 ITOT 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 39,552 shares
    Change vs previous 13F -1,060 shares

    0.2% of the 13F portfolio, value $6,497,101.

    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 40,612 shares
    Change vs previous 13F -345 shares

    0.21% of the 13F portfolio, value $5,784,254.

    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 40,957 shares
    Change vs previous 13F -768 shares

    0.22% of the 13F portfolio, value $6,089,915.

    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 41,725 shares
    Change vs previous 13F -2,449 shares

    0.22% of the 13F portfolio, value $6,077,075.

    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 44,174 shares
    Change vs previous 13F -2,122 shares

    0.23% of the 13F portfolio, value $5,965,144.

    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 46,296 shares
    Change vs previous 13F +84 shares

    0.23% of the 13F portfolio, value $5,648,499.

    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 46,212 shares
    Change vs previous 13F -2,029 shares

    0.19% of the 13F portfolio, value $5,943,706.

    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 48,241 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,059,960.

    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).