Skip to content
Disclosery

GeoWealth Management, LLC: MPT position timeline

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

GeoWealth Management, LLC held 21,359 MPT 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 21,359 shares
    Change vs previous 13F -9,794 shares

    <0.01% of the 13F portfolio, value $98,679.

    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 31,153 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $144,238.

    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 31,309 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $156,545.

    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 31,395 shares
    Change vs previous 13F -3,141 shares

    0.01% of the 13F portfolio, value $159,173.

    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 34,536 shares
    Change vs previous 13F -2,876 shares

    0.01% of the 13F portfolio, value $148,850.

    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 37,412 shares
    Change vs previous 13F +22,796 shares

    0.01% of the 13F portfolio, value $225,594.

    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 14,616 shares
    Change vs previous 13F -11,435 shares

    <0.01% of the 13F portfolio, value $57,733.

    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 26,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $152,398.

    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).