Skip to content
Disclosery

GeoWealth Management, LLC: IWY position timeline

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

GeoWealth Management, LLC held 4,601 IWY 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 4,601 shares
    Change vs previous 13F +258 shares

    0.04% of the 13F portfolio, value $1,337,143.

    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 4,343 shares
    Change vs previous 13F -257 shares

    0.04% of the 13F portfolio, value $1,080,713.

    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 4,600 shares
    Change vs previous 13F -664 shares

    0.05% of the 13F portfolio, value $1,273,924.

    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 5,264 shares
    Change vs previous 13F +170 shares

    0.05% of the 13F portfolio, value $1,440,660.

    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 5,094 shares
    Change vs previous 13F +233 shares

    0.05% of the 13F portfolio, value $1,255,722.

    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 4,861 shares
    Change vs previous 13F -81,427 shares

    0.04% of the 13F portfolio, value $1,025,379.

    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 86,288 shares
    Change vs previous 13F +50,509 shares

    0.66% of the 13F portfolio, value $20,301,061.

    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 35,779 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,873,346.

    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).