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Disclosery

GeoWealth Management, LLC: LHX position timeline

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

GeoWealth Management, LLC held 1,253 LHX 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 1,253 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $364,171.

    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 1,398 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $482,531.

    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 1,493 shares
    Change vs previous 13F +230 shares

    0.02% of the 13F portfolio, value $438,374.

    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 1,263 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $385,688.

    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 1,289 shares
    Change vs previous 13F -2,768 shares

    0.01% of the 13F portfolio, value $323,332.

    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 4,057 shares
    Change vs previous 13F +2,207 shares

    0.03% of the 13F portfolio, value $849,170.

    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 1,850 shares
    Change vs previous 13F +1,182 shares

    0.01% of the 13F portfolio, value $389,027.

    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 668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $158,897.

    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).