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Disclosery

GeoWealth Management, LLC: MU position timeline

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

GeoWealth Management, LLC held 11,291 MU 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 11,291 shares
    Change vs previous 13F -840 shares

    0.41% of the 13F portfolio, value $13,034,860.

    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 12,131 shares
    Change vs previous 13F +6,898 shares

    0.15% of the 13F portfolio, value $4,098,410.

    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 5,233 shares
    Change vs previous 13F +1,801 shares

    0.06% of the 13F portfolio, value $1,493,553.

    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 3,432 shares
    Change vs previous 13F +1,134 shares

    0.02% of the 13F portfolio, value $574,241.

    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 2,298 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $283,229.

    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 2,656 shares
    Change vs previous 13F -1,325 shares

    0.01% of the 13F portfolio, value $230,780.

    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 3,981 shares
    Change vs previous 13F -1,350 shares

    0.01% of the 13F portfolio, value $335,040.

    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 5,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $552,878.

    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).