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Disclosery

GeoWealth Management, LLC: NWG position timeline

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

GeoWealth Management, LLC held 72,046 NWG 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 72,046 shares
    Change vs previous 13F +8,607 shares

    0.04% of the 13F portfolio, value $1,270,170.

    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 63,439 shares
    Change vs previous 13F +35,255 shares

    0.03% of the 13F portfolio, value $945,242.

    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 28,184 shares
    Change vs previous 13F +7,015 shares

    0.02% of the 13F portfolio, value $493,223.

    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 21,169 shares
    Change vs previous 13F -1,199 shares

    0.01% of the 13F portfolio, value $299,541.

    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 22,368 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $316,506.

    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 22,448 shares
    Change vs previous 13F -14,884 shares

    0.01% of the 13F portfolio, value $267,580.

    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 37,332 shares
    Change vs previous 13F -805 shares

    0.01% of the 13F portfolio, value $379,668.

    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 38,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,964.

    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).