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GeoWealth Management, LLC: LCTD position timeline

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

GeoWealth Management, LLC held 18,452 LCTD 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 18,452 shares
    Change vs previous 13F +2,330 shares

    0.03% of the 13F portfolio, value $1,063,886.

    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 16,122 shares
    Change vs previous 13F +2,115 shares

    0.03% of the 13F portfolio, value $891,337.

    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 14,007 shares
    Change vs previous 13F -1,497 shares

    0.03% of the 13F portfolio, value $765,622.

    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 15,504 shares
    Change vs previous 13F +1,178 shares

    0.03% of the 13F portfolio, value $826,226.

    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 14,326 shares
    Change vs previous 13F +4,400 shares

    0.03% of the 13F portfolio, value $728,649.

    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 9,926 shares
    Change vs previous 13F +4,437 shares

    0.02% of the 13F portfolio, value $458,484.

    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 5,489 shares
    Change vs previous 13F +5,247 shares

    0.01% of the 13F portfolio, value $238,872.

    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 242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,797.

    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).