Skip to content
Disclosery

GeoWealth Management, LLC: JSCP position timeline

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

GeoWealth Management, LLC held 14,159 JSCP 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 14,159 shares
    Change vs previous 13F -975 shares

    0.02% of the 13F portfolio, value $667,516.

    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 15,134 shares
    Change vs previous 13F -5,421 shares

    0.03% of the 13F portfolio, value $715,829.

    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 20,555 shares
    Change vs previous 13F -3,444 shares

    0.04% of the 13F portfolio, value $977,524.

    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 23,999 shares
    Change vs previous 13F +972 shares

    0.04% of the 13F portfolio, value $1,142,582.

    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 23,027 shares
    Change vs previous 13F -1,819 shares

    0.04% of the 13F portfolio, value $1,092,391.

    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 24,846 shares
    Change vs previous 13F -7,023 shares

    0.05% of the 13F portfolio, value $1,172,968.

    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 31,869 shares
    Change vs previous 13F -3,412 shares

    0.05% of the 13F portfolio, value $1,486,042.

    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 35,281 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,676,543.

    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).