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GeoWealth Management, LLC: LDUR position timeline

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

GeoWealth Management, LLC held 18,983 LDUR 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 18,983 shares
    Change vs previous 13F -5,287 shares

    0.06% of the 13F portfolio, value $1,814,945.

    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 24,270 shares
    Change vs previous 13F +7,762 shares

    0.08% of the 13F portfolio, value $2,325,761.

    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 16,508 shares
    Change vs previous 13F -1,662 shares

    0.06% of the 13F portfolio, value $1,583,870.

    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 18,170 shares
    Change vs previous 13F -397 shares

    0.06% of the 13F portfolio, value $1,746,933.

    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 18,567 shares
    Change vs previous 13F +7,150 shares

    0.07% of the 13F portfolio, value $1,779,276.

    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 11,417 shares
    Change vs previous 13F +4,982 shares

    0.04% of the 13F portfolio, value $1,095,772.

    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 6,435 shares
    Change vs previous 13F +2,609 shares

    0.02% of the 13F portfolio, value $611,249.

    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 3,826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,028.

    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).