Skip to content
Disclosery

GeoWealth Management, LLC: MFG position timeline

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

GeoWealth Management, LLC held 14,821 MFG 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 14,821 shares
    Change vs previous 13F +750 shares

    <0.01% of the 13F portfolio, value $141,986.

    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 14,071 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $111,723.

    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 13,913 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $101,843.

    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 13,750 shares
    Change vs previous 13F +1,046 shares

    <0.01% of the 13F portfolio, value $92,126.

    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 12,704 shares
    Change vs previous 13F +1,713 shares

    <0.01% of the 13F portfolio, value $70,635.

    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 10,991 shares
    Change vs previous 13F -6,695 shares

    <0.01% of the 13F portfolio, value $60,560.

    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 17,686 shares
    Change vs previous 13F +3,386 shares

    <0.01% of the 13F portfolio, value $86,485.

    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 14,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,774.

    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).