Skip to content
Disclosery

GeoWealth Management, LLC: O position timeline

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

GeoWealth Management, LLC held 31,257 O 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 31,257 shares
    Change vs previous 13F -2,159 shares

    0.06% of the 13F portfolio, value $1,936,684.

    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 33,416 shares
    Change vs previous 13F +311 shares

    0.07% of the 13F portfolio, value $2,044,392.

    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 33,105 shares
    Change vs previous 13F -4,484 shares

    0.07% of the 13F portfolio, value $1,866,129.

    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 37,589 shares
    Change vs previous 13F +623 shares

    0.08% of the 13F portfolio, value $2,285,035.

    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 36,966 shares
    Change vs previous 13F +7,088 shares

    0.08% of the 13F portfolio, value $2,129,612.

    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 29,878 shares
    Change vs previous 13F +589 shares

    0.07% of the 13F portfolio, value $1,733,221.

    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 29,289 shares
    Change vs previous 13F +2,367 shares

    0.05% of the 13F portfolio, value $1,564,326.

    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 26,922 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,707,394.

    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).