Skip to content
Disclosery

GeoWealth Management, LLC: MA position timeline

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

GeoWealth Management, LLC held 12,188 MA 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 12,188 shares
    Change vs previous 13F -1,315 shares

    0.2% of the 13F portfolio, value $6,260,997.

    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 13,503 shares
    Change vs previous 13F +63 shares

    0.24% of the 13F portfolio, value $6,747,149.

    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 13,440 shares
    Change vs previous 13F -368 shares

    0.28% of the 13F portfolio, value $7,673,011.

    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 13,808 shares
    Change vs previous 13F +2,870 shares

    0.29% of the 13F portfolio, value $7,854,464.

    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 10,938 shares
    Change vs previous 13F -582 shares

    0.24% of the 13F portfolio, value $6,146,923.

    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 11,520 shares
    Change vs previous 13F -1,619 shares

    0.25% of the 13F portfolio, value $6,314,715.

    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 13,139 shares
    Change vs previous 13F +1,476 shares

    0.23% of the 13F portfolio, value $6,918,888.

    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 11,663 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,759,389.

    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).