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GeoWealth Management, LLC: LCTU position timeline

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

GeoWealth Management, LLC held 80,709 LCTU 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 80,709 shares
    Change vs previous 13F +12,002 shares

    0.2% of the 13F portfolio, value $6,469,670.

    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 68,707 shares
    Change vs previous 13F -5,183 shares

    0.17% of the 13F portfolio, value $4,818,949.

    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 73,890 shares
    Change vs previous 13F +10,997 shares

    0.2% of the 13F portfolio, value $5,474,577.

    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 62,893 shares
    Change vs previous 13F +3,490 shares

    0.17% of the 13F portfolio, value $4,564,692.

    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 59,403 shares
    Change vs previous 13F +22,648 shares

    0.16% of the 13F portfolio, value $3,996,158.

    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 36,755 shares
    Change vs previous 13F +19,172 shares

    0.09% of the 13F portfolio, value $2,227,538.

    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 17,583 shares
    Change vs previous 13F +16,526 shares

    0.04% of the 13F portfolio, value $1,126,191.

    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 1,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,305.

    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).