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GeoWealth Management, LLC: NEAR position timeline

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

GeoWealth Management, LLC held 62,084 NEAR 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 62,084 shares
    Change vs previous 13F +11,104 shares

    0.1% of the 13F portfolio, value $3,145,175.

    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 50,980 shares
    Change vs previous 13F -458 shares

    0.09% of the 13F portfolio, value $2,591,569.

    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 51,438 shares
    Change vs previous 13F -1,802 shares

    0.1% of the 13F portfolio, value $2,628,483.

    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 53,240 shares
    Change vs previous 13F -5,009 shares

    0.1% of the 13F portfolio, value $2,730,148.

    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 58,249 shares
    Change vs previous 13F -2,094 shares

    0.12% of the 13F portfolio, value $2,976,525.

    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 60,343 shares
    Change vs previous 13F +923 shares

    0.12% of the 13F portfolio, value $3,069,648.

    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 59,420 shares
    Change vs previous 13F -84,374 shares

    0.1% of the 13F portfolio, value $3,000,710.

    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 143,794 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,368,029.

    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).