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Disclosery

GeoWealth Management, LLC: MT position timeline

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

GeoWealth Management, LLC held 9,508 MT 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 9,508 shares
    Change vs previous 13F -2,216 shares

    0.02% of the 13F portfolio, value $572,617.

    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 11,724 shares
    Change vs previous 13F +1,920 shares

    0.02% of the 13F portfolio, value $609,468.

    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 9,804 shares
    Change vs previous 13F +1,167 shares

    0.02% of the 13F portfolio, value $446,768.

    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 8,637 shares
    Change vs previous 13F -5,090 shares

    0.01% of the 13F portfolio, value $312,227.

    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 13,727 shares
    Change vs previous 13F +3,660 shares

    0.02% of the 13F portfolio, value $433,499.

    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 10,067 shares
    Change vs previous 13F -4,577 shares

    0.01% of the 13F portfolio, value $290,433.

    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 14,644 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $338,716.

    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 14,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $387,152.

    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).