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Disclosery

GeoWealth Management, LLC: MCK position timeline

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

GeoWealth Management, LLC held 2,691 MCK 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 2,691 shares
    Change vs previous 13F -362 shares

    0.06% of the 13F portfolio, value $2,035,495.

    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 3,053 shares
    Change vs previous 13F -527 shares

    0.1% of the 13F portfolio, value $2,644,634.

    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 3,580 shares
    Change vs previous 13F +864 shares

    0.11% of the 13F portfolio, value $2,936,651.

    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 2,716 shares
    Change vs previous 13F -465 shares

    0.08% of the 13F portfolio, value $2,098,868.

    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 3,181 shares
    Change vs previous 13F +1,178 shares

    0.09% of the 13F portfolio, value $2,331,035.

    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 2,003 shares
    Change vs previous 13F -574 shares

    0.05% of the 13F portfolio, value $1,348,040.

    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 2,577 shares
    Change vs previous 13F -102 shares

    0.05% of the 13F portfolio, value $1,468,671.

    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 2,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,324,567.

    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).