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GeoWealth Management, LLC: NDAQ position timeline

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

GeoWealth Management, LLC held 7,247 NDAQ 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 7,247 shares
    Change vs previous 13F -366 shares

    0.02% of the 13F portfolio, value $571,289.

    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 7,613 shares
    Change vs previous 13F -2,002 shares

    0.02% of the 13F portfolio, value $646,483.

    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 9,615 shares
    Change vs previous 13F -325 shares

    0.03% of the 13F portfolio, value $933,833.

    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 9,940 shares
    Change vs previous 13F -28 shares

    0.03% of the 13F portfolio, value $879,175.

    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 9,968 shares
    Change vs previous 13F +5,727 shares

    0.03% of the 13F portfolio, value $891,338.

    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 4,241 shares
    Change vs previous 13F -818 shares

    0.01% of the 13F portfolio, value $321,723.

    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 5,059 shares
    Change vs previous 13F +2,623 shares

    0.01% of the 13F portfolio, value $391,112.

    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 2,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $177,852.

    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).