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GeoWealth Management, LLC: KIM position timeline

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

GeoWealth Management, LLC held 70,886 KIM 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 70,886 shares
    Change vs previous 13F +27,863 shares

    0.06% of the 13F portfolio, value $1,796,960.

    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 43,023 shares
    Change vs previous 13F -2,514 shares

    0.03% of the 13F portfolio, value $966,727.

    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 45,537 shares
    Change vs previous 13F +2,979 shares

    0.03% of the 13F portfolio, value $923,036.

    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 42,558 shares
    Change vs previous 13F +3,208 shares

    0.03% of the 13F portfolio, value $929,892.

    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 39,350 shares
    Change vs previous 13F +2,738 shares

    0.03% of the 13F portfolio, value $827,136.

    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 36,612 shares
    Change vs previous 13F +1,060 shares

    0.03% of the 13F portfolio, value $777,639.

    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 35,552 shares
    Change vs previous 13F +6,250 shares

    0.03% of the 13F portfolio, value $832,983.

    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 29,302 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $680,392.

    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).