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Disclosery

GeoWealth Management, LLC: LOW position timeline

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

GeoWealth Management, LLC held 2,350 LOW 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 2,350 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $518,150.

    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 2,304 shares
    Change vs previous 13F -259 shares

    0.02% of the 13F portfolio, value $544,389.

    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 2,563 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $618,092.

    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 2,655 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $667,229.

    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 2,594 shares
    Change vs previous 13F -1,951 shares

    0.02% of the 13F portfolio, value $575,531.

    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 4,545 shares
    Change vs previous 13F -1,006 shares

    0.04% of the 13F portfolio, value $1,060,031.

    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 5,551 shares
    Change vs previous 13F -376 shares

    0.04% of the 13F portfolio, value $1,369,988.

    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 5,927 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,605,329.

    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).