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GeoWealth Management, LLC: MINT position timeline

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

GeoWealth Management, LLC held 43,877 MINT 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 43,877 shares
    Change vs previous 13F +12,656 shares

    0.14% of the 13F portfolio, value $4,423,278.

    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 31,221 shares
    Change vs previous 13F +6,541 shares

    0.11% of the 13F portfolio, value $3,139,933.

    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 24,680 shares
    Change vs previous 13F -590 shares

    0.09% of the 13F portfolio, value $2,476,387.

    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 25,270 shares
    Change vs previous 13F -38,802 shares

    0.09% of the 13F portfolio, value $2,544,524.

    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 64,072 shares
    Change vs previous 13F +6,105 shares

    0.25% of the 13F portfolio, value $6,441,529.

    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 57,967 shares
    Change vs previous 13F +9,380 shares

    0.23% of the 13F portfolio, value $5,832,591.

    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 48,587 shares
    Change vs previous 13F +9,477 shares

    0.16% of the 13F portfolio, value $4,875,251.

    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 39,110 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,937,931.

    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).