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GeoWealth Management, LLC: META position timeline

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

GeoWealth Management, LLC held 22,577 META 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 22,577 shares
    Change vs previous 13F -291 shares

    0.4% of the 13F portfolio, value $12,717,156.

    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 22,868 shares
    Change vs previous 13F +212 shares

    0.47% of the 13F portfolio, value $13,083,928.

    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 22,656 shares
    Change vs previous 13F -1,067 shares

    0.55% of the 13F portfolio, value $14,955,857.

    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 23,723 shares
    Change vs previous 13F +6,994 shares

    0.64% of the 13F portfolio, value $17,421,840.

    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 16,729 shares
    Change vs previous 13F -1,166 shares

    0.48% of the 13F portfolio, value $12,347,956.

    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 17,895 shares
    Change vs previous 13F -2,740 shares

    0.41% of the 13F portfolio, value $10,314,259.

    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 20,635 shares
    Change vs previous 13F +2,231 shares

    0.4% of the 13F portfolio, value $12,082,239.

    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 18,404 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,535,320.

    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).