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Disclosery

GeoWealth Management, LLC: KR position timeline

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

GeoWealth Management, LLC held 3,707 KR 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 3,707 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $205,827.

    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 3,761 shares
    Change vs previous 13F -1,878 shares

    0.01% of the 13F portfolio, value $272,115.

    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 5,639 shares
    Change vs previous 13F -514 shares

    0.01% of the 13F portfolio, value $352,356.

    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 6,153 shares
    Change vs previous 13F -12,523 shares

    0.02% of the 13F portfolio, value $414,747.

    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 18,676 shares
    Change vs previous 13F +93 shares

    0.05% of the 13F portfolio, value $1,339,649.

    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 18,583 shares
    Change vs previous 13F +9,230 shares

    0.05% of the 13F portfolio, value $1,257,890.

    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 9,353 shares
    Change vs previous 13F +1,511 shares

    0.02% of the 13F portfolio, value $571,914.

    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 7,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $449,348.

    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).