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GeoWealth Management, LLC: JPST position timeline

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

GeoWealth Management, LLC held 14,478 JPST 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 14,478 shares
    Change vs previous 13F -845 shares

    0.02% of the 13F portfolio, value $732,237.

    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 15,323 shares
    Change vs previous 13F +1,931 shares

    0.03% of the 13F portfolio, value $775,544.

    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 13,392 shares
    Change vs previous 13F -2,257 shares

    0.02% of the 13F portfolio, value $677,521.

    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 15,649 shares
    Change vs previous 13F -6,194 shares

    0.03% of the 13F portfolio, value $793,881.

    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 21,843 shares
    Change vs previous 13F -68,253 shares

    0.04% of the 13F portfolio, value $1,106,974.

    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 90,096 shares
    Change vs previous 13F +11,031 shares

    0.18% of the 13F portfolio, value $4,561,634.

    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 79,065 shares
    Change vs previous 13F +5,462 shares

    0.13% of the 13F portfolio, value $3,982,564.

    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 73,603 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,734,647.

    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).